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

Larson 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 		$20.5K Hold
303
– – ﹤0.01% 2001
2026
Q1 		$19.4K Hold
303
– – ﹤0.01% 1869
2025
Q4 		$20.1K Sell
303
-596
-66% -$39.1K ﹤0.01% 1724
2025
Q3 		$58.4K Buy
+899
New +$57.4K ﹤0.01% 1095

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Larson Financial Group held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 303 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Larson Financial Group first reported a position in HELO in Q3 2025 and has held it in 4 quarters since. The position peaked at $58.4K in Q3 2025. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Larson Financial Group held 303 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $20.5K as of Q2 2026.
  • Larson Financial Group left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2001 holding.
  • Larson Financial Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Larson Financial Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $58.4K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.