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

NewEdge 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	$13.1M	Sell	205,422 -4,251	-2%	-$282K	0.05%	375
2025 Q4	$13.9M	Buy	209,673 +77,710	+59%	+$5.1M	0.05%	336
2025 Q3	$8.58M	Buy	131,963 +58,867	+81%	+$3.76M	0.04%	437
2025 Q2	$4.57M	Buy	73,096 +23,263	+47%	+$1.4M	0.02%	601
2025 Q1	$2.97M	Buy	49,833 +39,216	+369%	+$2.43M	0.02%	691
2024 Q4	$659K	Buy	+10,617	New	+$661K	﹤0.01%	1391

Other funds holding HELO

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

NewEdge Advisors's HELO Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2% in Q1 2026, selling an estimated $282K and leaving 205,422 shares worth $13.1M. The position accounts for 0.05% of the portfolio, ranked #375.

NewEdge Advisors first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.9M in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

NewEdge Advisors held 205,422 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $13.1M as of Q1 2026.
NewEdge Advisors sold 4,251 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $282K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #375 holding.
NewEdge Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 6 quarters since.
NewEdge Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $13.9M in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.