Renasant Bank’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Renasant Bank’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 Q2	$4.14M	Buy	61,260 +1,508	+3%	+$101K	2.66%	5
2026 Q1	$3.82M	Sell	59,752 -129	-0.2%	-$8.54K	2.7%	6
2025 Q4	$3.98M	Sell	59,881 -360	-0.6%	-$23.6K	2.7%	4
2025 Q3	$3.92M	Sell	60,241 -1,708	-3%	-$109K	2.49%	6
2025 Q2	$3.88M	Sell	61,949 -1,079	-2%	-$65.1K	2.59%	5
2025 Q1	$3.76M	Buy	63,028 +611	+1%	+$37.9K	2.49%	5
2024 Q4	$3.87M	Sell	62,417 -54,807	-47%	-$3.41M	2.51%	4
2024 Q3	$7.17M	Buy	117,224 +51,575	+79%	+$3.06M	4.72%	1
2024 Q2	$3.84M	Buy	+65,649	New	+$3.72M	2.65%	4

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Renasant Bank's HELO Position: Q2 2026 in Review

Renasant Bank increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.5% in Q2 2026, buying an estimated $101K and bringing the position to 61,260 shares worth $4.14M. The position accounts for 2.66% of the portfolio, ranked #5.

Renasant Bank first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.17M in Q3 2024. 389 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Renasant Bank held 61,260 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.14M as of Q2 2026.
Renasant Bank bought 1,508 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $101K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.66% of Renasant Bank's portfolio in Q2 2026, its #5 holding.
Renasant Bank first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
Renasant Bank's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $7.17M in Q3 2024.
389 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Renasant Bank's 13F filing for Q2 2026, filed 11 Aug 2026.