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Key Financial Inc’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Key Financial Inc’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 		$978K Buy
15,301
+11,292
+282% +$748K 0.17% 109
2025
Q4 		$266K Buy
4,009
+1,110
+38% +$72.9K 0.05% 249
2025
Q3 		$189K Buy
2,899
+1,360
+88% +$86.9K 0.03% 300
2025
Q2 		$96.3K Buy
+1,539
New +$92.9K 0.02% 391

Other funds holding HELO

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
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

Key Financial Inc's HELO Position: Q1 2026 in Review

Key Financial Inc increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 282% in Q1 2026, buying an estimated $748K and bringing the position to 15,301 shares worth $978K. The position accounts for 0.17% of the portfolio, ranked #109.

Key Financial Inc first reported a position in HELO in Q2 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Key Financial Inc held 15,301 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $978K as of Q1 2026.
  • Key Financial Inc bought 11,292 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $748K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.17% of Key Financial Inc's portfolio in Q1 2026, its #109 holding.
  • Key Financial Inc first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.