Northern Trust
HELO icon

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

Northern 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
Q1 		– Sell
-3,155
Closed -$210K – 4466
2025
Q4 		$210K Hold
3,155
– – ﹤0.01% 3971
2025
Q3 		$205K Buy
+3,155
New +$201K ﹤0.01% 3974

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Envestnet Asset Management
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Bank of America
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Bank of New York Mellon
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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

Northern Trust's HELO Position: Q1 2026 in Review

Northern Trust sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 3,155 shares — an estimated $210K sold.

Northern Trust first reported a position in HELO in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Northern Trust reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
  • Northern Trust sold 3,155 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $210K.
  • Northern Trust first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 2 quarters.
  • Northern Trust's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $210K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.