RBC
HELO icon

Roble Belko & Company’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Roble Belko & Company’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 		– Sell
-13
Closed -$1K – 472
2025
Q4 		$1K Hold
13
– – ﹤0.01% 428
2025
Q3 		$1K Hold
13
– – ﹤0.01% 393
2025
Q2 		$1K Hold
13
– – ﹤0.01% 375
2025
Q1 		$1K Buy
+13
New +$806 ﹤0.01% 363

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Roble Belko & Company's HELO Position: Q1 2026 in Review

Roble Belko & Company sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 13 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in HELO in Q1 2025 and held it in 4 quarters. The position peaked at $1K in Q4 2025. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Roble Belko & Company reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
  • Roble Belko & Company sold 13 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $1K.
  • Roble Belko & Company first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and held it in 4 quarters.
  • Roble Belko & Company's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.