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Independent Financial Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Independent Financial 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
Q2 		$208K Buy
+3,075
New +$207K ﹤0.01% 1463

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Independent Financial Group's HELO Position: Q2 2026 in Review

Independent Financial Group opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 3,075 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

375 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Independent Financial Group held 3,075 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $208K as of Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Independent Financial Group position in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1463 holding.
  • 375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.