Mutual Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Mutual Advisors’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	–	Sell	-4,610	Closed	-$306K	–	1358
2025 Q4	$306K	Buy	4,610 +704	+18%	+$46.2K	0.01%	1076
2025 Q3	$256K	Sell	3,906 -141	-3%	-$9K	0.01%	1117
2025 Q2	$257K	Sell	4,047 -17,171	-81%	-$1.04M	0.01%	1030
2025 Q1	$1.25M	Buy	+21,218	New	+$1.32M	0.04%	394

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Mutual Advisors's HELO Position: Q1 2026 in Review

Mutual Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 4,610 shares — an estimated $306K sold.

Mutual Advisors first reported a position in HELO in Q1 2025 and held it in 4 quarters. The position peaked at $1.25M in Q1 2025. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Mutual Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 4,610 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $306K.
Mutual Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and held it in 4 quarters.
Mutual Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.25M in Q1 2025.
386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.