Leo Wealth LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Leo Wealth LLC’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	$15.6M	Sell	243,451 -13,460	-5%	-$891K	1.13%	17
2025 Q4	$17.1M	Buy	+256,911	New	+$16.9M	1.24%	19
2025 Q3	–	Sell	-267,931	Closed	-$16.8M	–	334
2025 Q2	$16.8M	Buy	+267,931	New	+$16.2M	1.3%	18
2025 Q1	–	Sell	-252,620	Closed	-$15.7M	–	317
2024 Q4	$15.7M	Buy	252,620 +16,436	+7%	+$1.02M	1.4%	19
2024 Q3	$14.4M	Buy	236,184 +132,082	+127%	+$7.83M	1.32%	19
2024 Q2	$6.1M	Buy	+104,102	New	+$5.89M	0.62%	30

Other funds holding HELO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Leo Wealth LLC's HELO Position: Q1 2026 in Review

Leo Wealth LLC reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.2% in Q1 2026, selling an estimated $891K and leaving 243,451 shares worth $15.6M. The position accounts for 1.13% of the portfolio, ranked #17.

Leo Wealth LLC first reported a position in HELO in Q2 2024 and has held it in 6 quarters since. The position peaked at $17.1M in Q4 2025. 385 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Leo Wealth LLC held 243,451 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $15.6M as of Q1 2026.
Leo Wealth LLC sold 13,460 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $891K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 1.13% of Leo Wealth LLC's portfolio in Q1 2026, its #17 holding.
Leo Wealth LLC first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 6 quarters since.
Leo Wealth LLC's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $17.1M in Q4 2025.
385 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.