Focus Financial Network’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Focus Financial Network’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	–	Sell	-3,771	Closed	-$251K	–	751
2025 Q4	$251K	Buy	+3,771	New	+$248K	0.01%	637
2025 Q2	–	Sell	-7,634	Closed	-$456K	–	715
2025 Q1	$456K	Sell	7,634 -10,860	-59%	-$673K	0.02%	442
2024 Q4	$1.15M	Buy	18,494 +5,115	+38%	+$319K	0.05%	262
2024 Q3	$818K	Buy	13,379 +2,915	+28%	+$173K	0.03%	304
2024 Q2	$618K	Buy	+10,464	New	+$592K	0.03%	350

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

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

CFS

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

Focus Financial Network's HELO Position: Q1 2026 in Review

Focus Financial Network sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 3,771 shares — an estimated $251K sold.

Focus Financial Network first reported a position in HELO in Q2 2024 and held it in 5 quarters. The position peaked at $1.15M in Q4 2024. 385 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Focus Financial Network reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
Focus Financial Network sold 3,771 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $251K.
Focus Financial Network first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and held it in 5 quarters.
Focus Financial Network's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.15M in Q4 2024.
385 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Focus Financial Network's 13F filing for Q1 2026, filed 14 Apr 2026.