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Kovack Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kovack Advisors’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 		$230K Buy
3,601
+2
+0.1% +$132 0.01% 866
2025
Q4 		$239K Buy
+3,599
New +$236K 0.01% 868

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

Kovack Advisors's HELO Position: Q1 2026 in Review

Kovack Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.06% in Q1 2026, buying an estimated $132 and bringing the position to 3,601 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #866.

Kovack Advisors first reported a position in HELO in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Kovack Advisors held 3,601 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $230K as of Q1 2026.
  • Kovack Advisors bought 2 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $132.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #866 holding.
  • Kovack Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $239K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.