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
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 $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return