Comerica Bank
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Comerica Bank’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Comerica Bank’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$434K Buy
6,535
+348
+6% +$22.8K ﹤0.01% 1923
2025
Q3 		$402K Sell
6,187
-3,626
-37% -$232K ﹤0.01% 1991
2025
Q2 		$614K Sell
9,813
-2,695
-22% -$163K ﹤0.01% 1777
2025
Q1 		$746K Buy
12,508
+583
+5% +$36.1K ﹤0.01% 1651
2024
Q4 		$740K Buy
11,925
+7,860
+193% +$489K ﹤0.01% 1716
2024
Q3 		$249K Buy
4,065
+1,456
+56% +$86.3K ﹤0.01% 2210
2024
Q2 		$153K Buy
2,609
+906
+53% +$51.3K ﹤0.01% 2377
2024
Q1 		$95.3K Sell
1,703
-1,608
-49% -$87.6K ﹤0.01% 2568
2023
Q4 		$175K Buy
+3,311
New +$170K ﹤0.01% 2301

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Comerica Bank's HELO Position: Q4 2025 in Review

Comerica Bank increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.6% in Q4 2025, buying an estimated $22.8K and bringing the position to 6,535 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Comerica Bank first reported a position in HELO in Q4 2023 and has held it in 9 quarters since. The position peaked at $746K in Q1 2025. 375 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • Comerica Bank held 6,535 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $434K as of Q4 2025.
  • Comerica Bank bought 348 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $22.8K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #1923 holding.
  • Comerica Bank first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 9 quarters since.
  • Comerica Bank's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $746K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.