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

Simmons 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 		$1.18M Buy
17,488
+6,056
+53% +$407K 0.07% 203
2026
Q1 		$731K Buy
11,432
+8,347
+271% +$553K 0.05% 214
2025
Q4 		$205K Buy
+3,085
New +$203K 0.01% 326

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simmons Bank's HELO Position: Q2 2026 in Review

Simmons Bank increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 53% in Q2 2026, buying an estimated $407K and bringing the position to 17,488 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #203.

Simmons Bank first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Simmons Bank held 17,488 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.18M as of Q2 2026.
  • Simmons Bank bought 6,056 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $407K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of Simmons Bank's portfolio in Q2 2026, its #203 holding.
  • Simmons Bank first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.