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GTS Securities’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

GTS Securities’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 		– Sell
-5,710
Closed -$371K – 1564
2025
Q3 		$371K Buy
+5,710
New +$365K 0.01% 906
2024
Q2 		– Sell
-10,423
Closed -$583K – 4071
2024
Q1 		$583K Buy
+10,423
New +$568K ﹤0.01% 2449

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

GTS Securities's HELO Position: Q4 2025 in Review

GTS Securities sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 5,710 shares — an estimated $371K sold.

GTS Securities first reported a position in HELO in Q1 2024 and held it in 2 quarters. The position peaked at $583K in Q1 2024. 375 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • GTS Securities reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • GTS Securities sold 5,710 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $371K.
  • GTS Securities first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and held it in 2 quarters.
  • GTS Securities's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $583K in Q1 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on GTS Securities's 13F filing for Q4 2025, filed 13 Feb 2026.