SouthState Corp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

SouthState Corp’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	$11.6M	Buy	167,837 +9,732	+6%	+$671K	0.47%	63
2026 Q2	$10.7M	Buy	158,105 +2,221	+1%	+$149K	0.45%	62
2026 Q1	$10M	Buy	155,884 +9,708	+7%	+$643K	0.46%	65
2025 Q4	$9.7M	Sell	146,176 -9,254	-6%	-$608K	0.43%	66
2025 Q3	$10.1M	Sell	155,430 -68,329	-31%	-$4.36M	0.47%	59
2025 Q2	$14M	Sell	223,759 -21,895	-9%	-$1.32M	0.61%	52
2025 Q1	$14.7M	Buy	245,654 +229,425	+1,414%	+$14.2M	0.67%	48
2024 Q4	$1.01M	Buy	16,229 +3,225	+25%	+$201K	0.07%	147
2024 Q3	$795K	Buy	13,004 +11,004	+550%	+$652K	0.05%	165
2024 Q2	$117K	Buy	+2,000	New	+$113K	0.01%	286

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

SouthState Corp's HELO Position: Q3 2026 in Review

SouthState Corp increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 6.2% in Q3 2026, buying an estimated $671K and bringing the position to 167,837 shares worth $11.6M. The position accounts for 0.47% of the portfolio, ranked #63.

SouthState Corp first reported a position in HELO in Q2 2024 and has held it in 10 quarters since. The position peaked at $14.7M in Q1 2025. 278 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

SouthState Corp held 167,837 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $11.6M as of Q3 2026.
SouthState Corp bought 9,732 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $671K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.47% of SouthState Corp's portfolio in Q3 2026, its #63 holding.
SouthState Corp first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 10 quarters since.
SouthState Corp's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $14.7M in Q1 2025.
278 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.