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

Stephens Inc’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	$577K	Hold	8,533	–	–	0.01%	840
2026 Q1	$545K	Sell	8,533 -10,100	-54%	-$669K	0.01%	829
2025 Q4	$1.24M	Sell	18,633 -262	-1%	-$17.2K	0.02%	586
2025 Q3	$1.23M	Sell	18,895 -8,900	-32%	-$568K	0.02%	591
2025 Q2	$1.74M	Buy	27,795 +19,000	+216%	+$1.15M	0.02%	500
2025 Q1	$525K	Buy	8,795 +138	+2%	+$8.56K	0.01%	799
2024 Q4	$537K	Hold	8,657	–	–	0.01%	810
2024 Q3	$529K	Buy	+8,657	New	+$513K	0.01%	818

Other funds holding HELO

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stephens Inc's HELO Position: Q2 2026 in Review

Stephens Inc held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2026 at 8,533 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #840.

Stephens Inc first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q2 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Stephens Inc held 8,533 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $577K as of Q2 2026.
Stephens Inc left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #840 holding.
Stephens Inc first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
Stephens Inc's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.74M in Q2 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.