Essex Financial Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Essex Financial Services’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 Q1	$236K	Buy	3,688 +2	+0.1%	+$132	0.01%	698
2025 Q4	$245K	Buy	+3,686	New	+$242K	0.01%	675

Other funds holding HELO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Essex Financial Services's HELO Position: Q1 2026 in Review

Essex Financial Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.05% in Q1 2026, buying an estimated $132 and bringing the position to 3,688 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #698.

Essex Financial Services first reported a position in HELO in Q4 2025 and has held it in 2 quarters since. The position peaked at $245K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Essex Financial Services held 3,688 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $236K as of Q1 2026.
Essex Financial Services bought 2 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $132.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #698 holding.
Essex Financial Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 2 quarters since.
Essex Financial Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $245K in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.