LPL Financial
HELO icon

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

LPL Financial’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 		$244M Buy
3,615,195
+156,242
+5% +$10.5M 0.05% 338
2026
Q1 		$221M Buy
3,458,953
+269,397
+8% +$17.8M 0.06% 315
2025
Q4 		$212M Buy
3,189,556
+549,559
+21% +$36.1M 0.06% 311
2025
Q3 		$172M Buy
2,639,997
+247,043
+10% +$15.8M 0.05% 348
2025
Q2 		$150M Buy
2,392,954
+434,200
+22% +$26.2M 0.05% 341
2025
Q1 		$117M Buy
1,958,754
+765,200
+64% +$47.4M 0.05% 374
2024
Q4 		$74M Buy
1,193,554
+596,418
+100% +$37.1M 0.03% 491
2024
Q3 		$36.5M Buy
597,136
+428,859
+255% +$25.4M 0.02% 753
2024
Q2 		$9.85M Buy
+168,277
New +$9.53M ﹤0.01% 1394

Other funds holding HELO

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial's HELO Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 4.5% in Q2 2026, buying an estimated $10.5M and bringing the position to 3,615,195 shares worth $244M. The position accounts for 0.05% of the portfolio, ranked #338.

LPL Financial first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • LPL Financial held 3,615,195 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $244M as of Q2 2026.
  • LPL Financial bought 156,242 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $10.5M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #338 holding.
  • LPL Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.