Crossmark Global Holdings’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Crossmark Global Holdings’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
2026 Q2	$917K	Hold	13,572	–	–	0.01%	652
2026 Q1	$867K	Hold	13,572	–	–	0.01%	654
2025 Q4	$902K	Sell	13,572 -4,658	-26%	-$306K	0.01%	640
2025 Q3	$1.18M	Hold	18,230	–	–	0.02%	576
2025 Q2	$1.14M	Hold	18,230	–	–	0.02%	568
2025 Q1	$1.09M	Buy	18,230 +4,965	+37%	+$308K	0.02%	586
2024 Q4	$823K	Hold	13,265	–	–	0.02%	638
2024 Q3	$811K	Hold	13,265	–	–	0.01%	672
2024 Q2	$777K	Buy	+13,265	New	+$751K	0.01%	669

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Crossmark Global Holdings's HELO Position: Q2 2026 in Review

Crossmark Global Holdings held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 13,572 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #652.

Crossmark Global Holdings first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q3 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Crossmark Global Holdings held 13,572 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $917K as of Q2 2026.
Crossmark Global Holdings left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #652 holding.
Crossmark Global Holdings first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Crossmark Global Holdings's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.18M in Q3 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.