MML Investors Services
HELO icon

MML Investors Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

MML Investors Services’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 		$37.5M Buy
554,895
+94,917
+21% +$6.37M 0.08% 268
2026
Q1 		$29.4M Sell
459,978
-38,263
-8% -$2.53M 0.08% 247
2025
Q4 		$33.1M Buy
498,241
+26,306
+6% +$1.73M 0.08% 242
2025
Q3 		$30.7M Buy
471,935
+15,030
+3% +$960K 0.08% 234
2025
Q2 		$28.6M Buy
456,905
+28,862
+7% +$1.74M 0.08% 233
2025
Q1 		$25.5M Buy
428,043
+96,551
+29% +$5.99M 0.09% 238
2024
Q4 		$20.6M Buy
331,492
+44,675
+16% +$2.78M 0.07% 275
2024
Q3 		$17.5M Buy
286,817
+12,100
+4% +$717K 0.06% 295
2024
Q2 		$16.1M Buy
+274,717
New +$15.6M 0.07% 290

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MML Investors Services's HELO Position: Q2 2026 in Review

MML Investors Services increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 21% in Q2 2026, buying an estimated $6.37M and bringing the position to 554,895 shares worth $37.5M. The position accounts for 0.08% of the portfolio, ranked #268.

MML Investors Services first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • MML Investors Services held 554,895 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $37.5M as of Q2 2026.
  • MML Investors Services bought 94,917 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $6.37M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.08% of MML Investors Services's portfolio in Q2 2026, its #268 holding.
  • MML Investors Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.