Steward Partners Investment Advisory’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Steward Partners Investment Advisory’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	$1.13M	Buy	17,687 +1,335	+8%	+$88.4K	0.01%	1101
2025 Q4	$1.09M	Buy	16,352 +2,127	+15%	+$140K	0.01%	1033
2025 Q3	$925K	Buy	14,225 +4,913	+53%	+$314K	0.01%	1086
2025 Q2	$583K	Buy	9,312 +6,129	+193%	+$370K	﹤0.01%	1223
2025 Q1	$190K	Buy	3,183 +1,264	+66%	+$78.4K	﹤0.01%	1674
2024 Q4	$119K	Buy	1,919 +1,670	+671%	+$104K	﹤0.01%	1895
2024 Q3	$15.2K	Buy	+249	New	+$14.8K	﹤0.01%	2771

Other funds holding HELO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Steward Partners Investment Advisory's HELO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.2% in Q1 2026, buying an estimated $88.4K and bringing the position to 17,687 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1101.

Steward Partners Investment Advisory first reported a position in HELO in Q3 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Steward Partners Investment Advisory held 17,687 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.13M as of Q1 2026.
Steward Partners Investment Advisory bought 1,335 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $88.4K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1101 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 7 quarters since.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.