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Stephens Consulting’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Stephens Consulting’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
2025
Q4 		$9.96K Hold
150
– – ﹤0.01% 239
2025
Q3 		$9.78K Sell
150
-907
-86% -$57.9K ﹤0.01% 225
2025
Q2 		$66.1K Sell
1,057
-3,329
-76% -$201K 0.02% 172
2025
Q1 		$262K Sell
4,386
-80,885
-95% -$5.01M 0.07% 82
2024
Q4 		$5.29M Buy
85,271
+8,657
+11% +$539K 1.32% 14
2024
Q3 		$4.68M Buy
76,614
+75,646
+7,815% +$4.48M 1.19% 15
2024
Q2 		$56.7K Buy
+968
New +$54.8K 0.02% 172

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Stephens Consulting's HELO Position: Q4 2025 in Review

Stephens Consulting held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q4 2025 at 150 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Stephens Consulting first reported a position in HELO in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.29M in Q4 2024. 375 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • Stephens Consulting held 150 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $9.96K as of Q4 2025.
  • Stephens Consulting left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q4 2025.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #239 holding.
  • Stephens Consulting first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 7 quarters since.
  • Stephens Consulting's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.29M in Q4 2024.
  • 375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.