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FAS Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

FAS Wealth Partners’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 		$19.2K Hold
300
– – ﹤0.01% 439
2025
Q4 		$19.9K Buy
300
+136
+83% +$8.93K ﹤0.01% 438
2025
Q3 		$10.7K Buy
+164
New +$10.5K ﹤0.01% 426

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
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

FAS Wealth Partners's HELO Position: Q1 2026 in Review

FAS Wealth Partners held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q1 2026 at 300 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

FAS Wealth Partners first reported a position in HELO in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • FAS Wealth Partners held 300 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $19.2K as of Q1 2026.
  • FAS Wealth Partners left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q1 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #439 holding.
  • FAS Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • FAS Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $19.9K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.