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OmniStar Financial Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

OmniStar Financial Group’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
2025
Q4 		– Sell
-5,652
Closed -$367K – 106
2025
Q3 		$367K Buy
+5,652
New +$361K 0.22% 93

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Bank of New York Mellon
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Osaic Holdings
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Envestnet Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFS
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Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

OmniStar Financial Group's HELO Position: Q4 2025 in Review

OmniStar Financial Group sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 5,652 shares — an estimated $367K sold.

OmniStar Financial Group first reported a position in HELO in Q3 2025 and held it in 1 quarter. The position peaked at $367K in Q3 2025. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • OmniStar Financial Group reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • OmniStar Financial Group sold 5,652 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $367K.
  • OmniStar Financial Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 1 quarter.
  • OmniStar Financial Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $367K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on OmniStar Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.