LIS
HELO icon

Legacy Investment Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.39M Buy
+22,284
New +$1.34M 0.73% 29
2024
Q4 		$1.1M Sell
17,530
-15,890
-48% -$990K 0.7% 28
2024
Q3 		$2.1M Buy
+33,420
New +$1.98M 1.22% 18

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Investment Solutions's HELO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2025: 22,284 shares worth $1.39M. The stake represents 0.73% of the portfolio and ranks #29 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HELO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HELO in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.1M in Q3 2024. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

  • Legacy Investment Solutions held 22,284 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.39M as of Q2 2025.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Legacy Investment Solutions position in Q2 2025.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.73% of Legacy Investment Solutions's portfolio in Q2 2025, its #29 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.1M in Q3 2024.
  • 324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.