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

Mather 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
2026 Q2	$176K	Buy	+2,609	New	+$175K	﹤0.01%	801

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

Mather Group's HELO Position: Q2 2026 in Review

Mather Group opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2026: 2,609 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Mather Group held 2,609 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $176K as of Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Mather Group position in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #801 holding.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.