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SkyView Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

SkyView Investment Advisors’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 		$6.17M Buy
96,624
+11,336
+13% +$751K 0.83% 14
2025
Q4 		$5.67M Buy
85,288
+78,680
+1,191% +$5.17M 0.72% 17
2025
Q3 		$430K Buy
+6,608
New +$422K 0.05% 225

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $59.8B AUM 29.42% 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 $445M AUM 17.73% 1-Year Est. Return

SkyView Investment Advisors's HELO Position: Q1 2026 in Review

SkyView Investment Advisors increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 13% in Q1 2026, buying an estimated $751K and bringing the position to 96,624 shares worth $6.17M. The position accounts for 0.83% of the portfolio, ranked #14.

SkyView Investment Advisors first reported a position in HELO in Q3 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • SkyView Investment Advisors held 96,624 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $6.17M as of Q1 2026.
  • SkyView Investment Advisors bought 11,336 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $751K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.83% of SkyView Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • SkyView Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.