Hantz Financial Services
HELO icon

Hantz Financial Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Hantz Financial Services’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
-906
Closed -$60K – 2519
2025
Q4 		$60K Buy
+906
New +$59.5K ﹤0.01% 1357

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CFS
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Hantz Financial Services's HELO Position: Q1 2026 in Review

Hantz Financial Services sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 906 shares — an estimated $60K sold.

Hantz Financial Services first reported a position in HELO in Q4 2025 and held it in 1 quarter. The position peaked at $60K in Q4 2025. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Hantz Financial Services reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
  • Hantz Financial Services sold 906 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $60K.
  • Hantz Financial Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and held it in 1 quarter.
  • Hantz Financial Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $60K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.