Focus Partners Wealth
HELO icon

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

Focus Partners Wealth’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
Q3 		$75.4M Buy
1,090,773
+266,255
+32% +$18.3M 0.08% 229
2026
Q2 		$55.7M Buy
824,518
+43,864
+6% +$2.95M 0.06% 293
2026
Q1 		$49.9M Buy
780,654
+8,930
+1% +$591K 0.06% 291
2025
Q4 		$50.5M Buy
771,724
+38,092
+5% +$2.5M 0.06% 286
2025
Q3 		$47.7M Buy
733,632
+38,938
+6% +$2.49M 0.08% 220
2025
Q2 		$43.5M Buy
694,694
+23,086
+3% +$1.39M 0.09% 203
2025
Q1 		$40.1M Buy
671,608
+77,350
+13% +$4.8M 0.1% 199
2024
Q4 		$36.9M Buy
594,258
+67,208
+13% +$4.19M 0.1% 204
2024
Q3 		$32.2M Buy
527,050
+486,215
+1,191% +$28.8M 0.1% 195
2024
Q2 		$2.39M Buy
+40,835
New +$2.31M 0.01% 624

Other funds holding HELO

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth's HELO Position: Q3 2026 in Review

Focus Partners Wealth increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 32% in Q3 2026, buying an estimated $18.3M and bringing the position to 1,090,773 shares worth $75.4M. The position accounts for 0.08% of the portfolio, ranked #229.

Focus Partners Wealth first reported a position in HELO in Q2 2024 and has held it in 10 quarters since. 362 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Focus Partners Wealth held 1,090,773 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $75.4M as of Q3 2026.
  • Focus Partners Wealth bought 266,255 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $18.3M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of Focus Partners Wealth's portfolio in Q3 2026, its #229 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 10 quarters since.
  • 362 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.