MHS
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M Holdings Securities’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

M Holdings Securities’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 		$1.12M Buy
16,611
+624
+4% +$41.9K 0.15% 88
2026
Q1 		$1.08M Buy
15,987
+4,042
+34% +$268K 0.07% 194
2025
Q4 		$794K Buy
+11,945
New +$784K 0.06% 216

Other funds holding HELO

LPL Financial
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
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

M Holdings Securities's HELO Position: Q2 2026 in Review

M Holdings Securities increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.9% in Q2 2026, buying an estimated $41.9K and bringing the position to 16,611 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #88.

M Holdings Securities first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • M Holdings Securities held 16,611 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.12M as of Q2 2026.
  • M Holdings Securities bought 624 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $41.9K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.15% of M Holdings Securities's portfolio in Q2 2026, its #88 holding.
  • M Holdings Securities first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.