Marks Group Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Marks Group Wealth Management’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	$452K	Buy	6,694 +688	+11%	+$46.2K	0.04%	281
2026 Q1	$384K	Hold	6,006	–	–	0.04%	271
2025 Q4	$399K	Buy	6,006 +167	+3%	+$11K	0.04%	260
2025 Q3	$380K	Hold	5,839	–	–	0.04%	243
2025 Q2	$365K	Buy	+5,839	New	+$352K	0.03%	251

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Marks Group Wealth Management's HELO Position: Q2 2026 in Review

Marks Group Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 11% in Q2 2026, buying an estimated $46.2K and bringing the position to 6,694 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #281.

Marks Group Wealth Management first reported a position in HELO in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Marks Group Wealth Management held 6,694 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $452K as of Q2 2026.
Marks Group Wealth Management bought 688 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $46.2K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #281 holding.
Marks Group Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.