&Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

&Partners’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	$10.4M	Buy	163,622 +11,676	+8%	+$773K	0.05%	313
2025 Q4	$10.1M	Buy	151,946 +20,641	+16%	+$1.36M	0.05%	312
2025 Q3	$8.57M	Buy	131,305 +58,197	+80%	+$3.72M	0.05%	299
2025 Q2	$4.58M	Buy	73,108 +56,308	+335%	+$3.4M	0.04%	389
2025 Q1	$1M	Buy	+16,800	New	+$1.04M	0.01%	829

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 $374B AUM 17.66% 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

&Partners's HELO Position: Q1 2026 in Review

&Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 7.7% in Q1 2026, buying an estimated $773K and bringing the position to 163,622 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #313.

&Partners first reported a position in HELO in Q1 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

&Partners held 163,622 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.4M as of Q1 2026.
&Partners bought 11,676 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $773K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #313 holding.
&Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 5 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.