Global Retirement Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Global Retirement 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
2025 Q4	$550K	Buy	8,279 +505	+6%	+$33.2K	0.01%	911
2025 Q3	$505K	Buy	7,774 +66	+0.9%	+$4.21K	0.01%	767
2025 Q2	$482K	Buy	+7,708	New	+$465K	0.01%	728
2024 Q4	$442K	Buy	7,121 +4,224	+146%	+$263K	0.01%	676
2024 Q3	$177K	Buy	2,897 +726	+33%	+$43K	0.01%	960
2024 Q2	$127K	Buy	2,171 +326	+18%	+$18.5K	﹤0.01%	1076
2024 Q1	$103K	Buy	1,845 +1,215	+193%	+$66.2K	﹤0.01%	1070
2023 Q4	$33.5K	Buy	+630	New	+$32.3K	﹤0.01%	1533

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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

CFS

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Global Retirement Partners's HELO Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 6.5% in Q4 2025, buying an estimated $33.2K and bringing the position to 8,279 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #911.

Global Retirement Partners first reported a position in HELO in Q4 2023 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

Global Retirement Partners held 8,279 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $550K as of Q4 2025.
Global Retirement Partners bought 505 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $33.2K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #911 holding.
Global Retirement Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 8 quarters since.
375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.