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

Merit Financial 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
Q1 		$274K Sell
4,293
-683
-14% -$45.2K ﹤0.01% 1711
2025
Q4 		$331K Buy
4,976
+742
+18% +$48.7K ﹤0.01% 1503
2025
Q3 		$275K Sell
4,234
-394
-9% -$25.2K ﹤0.01% 1504
2025
Q2 		$290K Buy
+4,628
New +$279K ﹤0.01% 1356

Other funds holding HELO

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
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

Merit Financial Group's HELO Position: Q1 2026 in Review

Merit Financial Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 14% in Q1 2026, selling an estimated $45.2K and leaving 4,293 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Merit Financial Group first reported a position in HELO in Q2 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Merit Financial Group held 4,293 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $274K as of Q1 2026.
  • Merit Financial Group sold 683 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $45.2K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q1 2026, its #1711 holding.
  • Merit Financial Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 4 quarters since.
  • Merit Financial Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $331K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.