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 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 $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Marks Group Wealth Management's HELO Position: Q1 2026 in Review

Marks Group Wealth Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q1 2026 at 6,006 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #271.

Marks Group Wealth Management first reported a position in HELO in Q2 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Marks Group Wealth Management held 6,006 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $384K as of Q1 2026.
Marks Group Wealth Management left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q1 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #271 holding.
Marks Group Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 4 quarters since.
Marks Group Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $399K in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.