Silver Oak Securities’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Silver Oak Securities’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 Q3	$351K	Buy	+5,161	New	+$356K	0.03%	596

Other funds holding HELO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Silver Oak Securities's HELO Position: Q3 2026 in Review

Silver Oak Securities opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026: 5,161 shares worth $351K. The stake represents 0.03% of the portfolio and ranks #596 among its holdings.

278 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Silver Oak Securities held 5,161 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $351K as of Q3 2026.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Silver Oak Securities position in Q3 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Silver Oak Securities's portfolio in Q3 2026, its #596 holding.
278 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.