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

Root Financial 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 		– Sell
-1,200
Closed -$79.7K – 3505
2025
Q4 		$79.7K Hold
1,200
– – ﹤0.01% 544
2025
Q3 		$78K Buy
+1,200
New +$76.6K ﹤0.01% 523

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 $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Root Financial Partners's HELO Position: Q1 2026 in Review

Root Financial Partners sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2026, closing a stake of 1,200 shares — an estimated $79.7K sold.

Root Financial Partners first reported a position in HELO in Q3 2025 and held it in 2 quarters. The position peaked at $79.7K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Root Financial Partners reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,200 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $79.7K.
  • Root Financial Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $79.7K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.