High Net Worth Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

High Net Worth Advisory Group’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	$250K	Buy	+3,905	New	+$259K	0.06%	212

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

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

High Net Worth Advisory Group's HELO Position: Q1 2026 in Review

High Net Worth Advisory Group opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026: 3,905 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #212 among its holdings.

384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

High Net Worth Advisory Group held 3,905 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $250K as of Q1 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new High Net Worth Advisory Group position in Q1 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of High Net Worth Advisory Group's portfolio in Q1 2026, its #212 holding.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.