IAG Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

IAG Wealth 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
2026 Q1	$2.07M	Sell	32,452 -11	-0%	-$728	0.23%	58
2025 Q4	$2.16M	Buy	32,463 +14	+0%	+$919	0.25%	55
2025 Q3	$2.11M	Buy	32,449 +1,094	+3%	+$69.9K	0.25%	54
2025 Q2	$1.96M	Sell	31,355 -2,957	-9%	-$178K	0.26%	53
2025 Q1	$2.05M	Buy	34,312 +595	+2%	+$36.9K	0.32%	47
2024 Q4	$2.09M	Buy	33,717 +27,242	+421%	+$1.7M	0.37%	43
2024 Q3	$396K	Buy	+6,475	New	+$384K	0.07%	77

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

IAG Wealth Partners's HELO Position: Q1 2026 in Review

IAG Wealth Partners reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.03% in Q1 2026, selling an estimated $728 and leaving 32,452 shares worth $2.07M. The position accounts for 0.23% of the portfolio, ranked #58.

IAG Wealth Partners first reported a position in HELO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

IAG Wealth Partners held 32,452 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.07M as of Q1 2026.
IAG Wealth Partners sold 11 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $728.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.23% of IAG Wealth Partners's portfolio in Q1 2026, its #58 holding.
IAG Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 7 quarters since.
IAG Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.16M in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.