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Martin Worley Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Martin Worley Group’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
2025
Q2 		$973K Buy
15,545
+526
+4% +$31.7K 0.48% 48
2025
Q1 		$896K Sell
15,019
-4,166
-22% -$258K 0.51% 43
2024
Q4 		$1.19M Buy
+19,185
New +$1.19M 0.74% 39

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Martin Worley Group's HELO Position: Q2 2025 in Review

Martin Worley Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.5% in Q2 2025, buying an estimated $31.7K and bringing the position to 15,545 shares worth $973K. The position accounts for 0.48% of the portfolio, ranked #48.

Martin Worley Group first reported a position in HELO in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2024. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

  • Martin Worley Group held 15,545 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $973K as of Q2 2025.
  • Martin Worley Group bought 526 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2025, an estimated $31.7K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.48% of Martin Worley Group's portfolio in Q2 2025, its #48 holding.
  • Martin Worley Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.19M in Q4 2024.
  • 324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.