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

OneDigital Investment 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	$5.83M	Buy	91,288 +23,335	+34%	+$1.55M	0.06%	256
2025 Q4	$4.51M	Buy	67,953 +60,656	+831%	+$3.98M	0.04%	285
2025 Q3	$474K	Buy	+7,297	New	+$466K	﹤0.01%	955
2025 Q1	–	Sell	-75,125	Closed	-$4.66M	–	1447
2024 Q4	$4.66M	Buy	75,125 +37,009	+97%	+$2.3M	0.05%	255
2024 Q3	$2.33M	Buy	38,116 +27,618	+263%	+$1.64M	0.03%	402
2024 Q2	$615K	Buy	+10,498	New	+$594K	0.01%	813

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 22.96% 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 $609B AUM 40.19% 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

OneDigital Investment Advisors's HELO Position: Q1 2026 in Review

OneDigital Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 34% in Q1 2026, buying an estimated $1.55M and bringing the position to 91,288 shares worth $5.83M. The position accounts for 0.06% of the portfolio, ranked #256.

OneDigital Investment Advisors first reported a position in HELO in Q2 2024 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

OneDigital Investment Advisors held 91,288 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.83M as of Q1 2026.
OneDigital Investment Advisors bought 23,335 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1.55M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q1 2026, its #256 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 6 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.