Stifel Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Stifel Financial’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	$29.3M	Sell	433,529 -3,555	-0.8%	-$239K	0.02%	536
2026 Q1	$27.9M	Buy	437,084 +12,177	+3%	+$806K	0.03%	509
2025 Q4	$28.2M	Sell	424,907 -9,358	-2%	-$614K	0.03%	514
2025 Q3	$28.2M	Buy	434,265 +170,755	+65%	+$10.9M	0.03%	521
2025 Q2	$16.5M	Buy	263,510 +30,305	+13%	+$1.83M	0.02%	669
2025 Q1	$13.9M	Buy	233,205 +185,980	+394%	+$11.5M	0.01%	712
2024 Q4	$2.93M	Buy	47,225 +31,945	+209%	+$1.99M	﹤0.01%	1536
2024 Q3	$934K	Buy	+15,280	New	+$905K	﹤0.01%	2272

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

Stifel Financial's HELO Position: Q2 2026 in Review

Stifel Financial reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.81% in Q2 2026, selling an estimated $239K and leaving 433,529 shares worth $29.3M. The position accounts for 0.02% of the portfolio, ranked #536.

Stifel Financial first reported a position in HELO in Q3 2024 and has held it in 8 quarters since. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Stifel Financial held 433,529 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $29.3M as of Q2 2026.
Stifel Financial sold 3,555 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $239K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #536 holding.
Stifel Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 8 quarters since.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.