Raymond James Financial
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Raymond James Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Raymond James Financial’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 		$117M Buy
1,830,717
+88,543
+5% +$5.86M 0.04% 451
2025
Q4 		$116M Buy
1,742,174
+365,572
+27% +$24M 0.04% 447
2025
Q3 		$89.5M Sell
1,376,602
-214,426
-13% -$13.7M 0.03% 541
2025
Q2 		$99.6M Buy
1,591,028
+140,094
+10% +$8.45M 0.03% 480
2025
Q1 		$86.6M Buy
1,450,934
+279,421
+24% +$17.3M 0.03% 480
2024
Q4 		$72.7M Buy
+1,171,513
New +$73M 0.03% 541

Other funds holding HELO

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raymond James Financial's HELO Position: Q1 2026 in Review

Raymond James Financial increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 5.1% in Q1 2026, buying an estimated $5.86M and bringing the position to 1,830,717 shares worth $117M. The position accounts for 0.04% of the portfolio, ranked #451.

Raymond James Financial first reported a position in HELO in Q4 2024 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Raymond James Financial held 1,830,717 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $117M as of Q1 2026.
  • Raymond James Financial bought 88,543 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $5.86M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #451 holding.
  • Raymond James Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.