Kennedy Investment Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kennedy Investment 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	$2.6M	Sell	40,633 -5,591	-12%	-$370K	1.02%	22
2025 Q4	$3.07M	Sell	46,224 -724	-2%	-$47.5K	1.16%	20
2025 Q3	$3.05M	Sell	46,948 -1,272	-3%	-$81.2K	1.21%	19
2025 Q2	$3.02M	Sell	48,220 -4,753	-9%	-$287K	1.28%	20
2025 Q1	$3.16M	Buy	52,973 +5,944	+13%	+$369K	1.47%	18
2024 Q4	$2.92M	Buy	47,029 +8,430	+22%	+$525K	1.32%	17
2024 Q3	$2.36M	Buy	38,599 +14,116	+58%	+$836K	1.09%	23
2024 Q2	$1.43M	Buy	+24,483	New	+$1.39M	0.73%	31

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

Kennedy Investment Group's HELO Position: Q1 2026 in Review

Kennedy Investment Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q1 2026, selling an estimated $370K and leaving 40,633 shares worth $2.6M. The position accounts for 1.02% of the portfolio, ranked #22.

Kennedy Investment Group first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.16M in Q1 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Kennedy Investment Group held 40,633 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.6M as of Q1 2026.
Kennedy Investment Group sold 5,591 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $370K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.02% of Kennedy Investment Group's portfolio in Q1 2026, its #22 holding.
Kennedy Investment Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
Kennedy Investment Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.16M in Q1 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.