Midwest Trust
HELO icon

Midwest Trust’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Midwest Trust’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
Q3 		$258K Buy
3,730
+184
+5% +$12.7K ﹤0.01% 574
2026
Q2 		$240K Buy
3,546
+46
+1% +$3.09K ﹤0.01% 568
2026
Q1 		$224K Hold
3,500
– – ﹤0.01% 558
2025
Q4 		$233K Buy
+3,500
New +$230K ﹤0.01% 556

Other funds holding HELO

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Midwest Trust's HELO Position: Q3 2026 in Review

Midwest Trust increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.2% in Q3 2026, buying an estimated $12.7K and bringing the position to 3,730 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Midwest Trust first reported a position in HELO in Q4 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Midwest Trust held 3,730 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $258K as of Q3 2026.
  • Midwest Trust bought 184 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $12.7K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #574 holding.
  • Midwest Trust first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.