Legacy Financial Group (Iowa)’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Legacy Financial Group (Iowa)’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	$61.8M	Buy	967,024 +6,401	+0.7%	+$424K	7.77%	1
2025 Q4	$64.1M	Sell	960,623 -461	-0%	-$30.3K	7.92%	1
2025 Q3	$62.5M	Sell	961,084 -15,169	-2%	-$969K	8.18%	1
2025 Q2	$61.1M	Buy	976,253 +60,450	+7%	+$3.65M	8.53%	1
2025 Q1	$54.7M	Buy	915,803 +20,324	+2%	+$1.26M	8.41%	2
2024 Q4	$55.6M	Buy	895,479 +812,471	+979%	+$50.6M	8.99%	2
2024 Q3	$5.08M	Buy	83,008 +28,540	+52%	+$1.69M	0.98%	30
2024 Q2	$3.19M	Buy	54,468 +14,182	+35%	+$803K	0.63%	37
2024 Q1	$2.25M	Buy	+40,286	New	+$2.19M	0.46%	36

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

Legacy Financial Group (Iowa)'s HELO Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.67% in Q1 2026, buying an estimated $424K and bringing the position to 967,024 shares worth $61.8M. The position accounts for 7.77% of the portfolio, ranked #1.

Legacy Financial Group (Iowa) first reported a position in HELO in Q1 2024 and has held it in 9 quarters since. The position peaked at $64.1M in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Legacy Financial Group (Iowa) held 967,024 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $61.8M as of Q1 2026.
Legacy Financial Group (Iowa) bought 6,401 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $424K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 7.77% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #1 holding.
Legacy Financial Group (Iowa) first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 9 quarters since.
Legacy Financial Group (Iowa)'s JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $64.1M in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.