Forvis Mazars Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Forvis Mazars Wealth Advisors’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	$185M	Buy	2,894,024 +257,174	+10%	+$17M	3.51%	3
2025 Q4	$175M	Buy	2,636,850 +242,965	+10%	+$16M	3.31%	3
2025 Q3	$156M	Buy	2,393,885 +230,295	+11%	+$14.7M	3.09%	4
2025 Q2	$135M	Buy	2,163,590 +268,943	+14%	+$16.2M	2.92%	6
2025 Q1	$113M	Buy	1,894,647 +509,058	+37%	+$31.6M	2.71%	7
2024 Q4	$86M	Buy	1,385,589 +418,404	+43%	+$26.1M	1.98%	8
2024 Q3	$59.1M	Buy	967,185 +611,599	+172%	+$36.2M	1.36%	14
2024 Q2	$20.8M	Buy	+355,586	New	+$20.1M	0.52%	35

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors's HELO Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 9.8% in Q1 2026, buying an estimated $17M and bringing the position to 2,894,024 shares worth $185M. The position accounts for 3.51% of the portfolio, ranked #3.

Forvis Mazars Wealth Advisors first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Forvis Mazars Wealth Advisors held 2,894,024 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $185M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 257,174 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $17M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 3.51% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Forvis Mazars Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.