StoneX Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

StoneX Group’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	$339K	Buy	5,299 +1,390	+36%	+$92K	0.02%	525
2025 Q4	$260K	Sell	3,909 -3,570	-48%	-$234K	0.01%	766
2025 Q3	$486K	Sell	7,479 -10	-0.1%	-$639	0.02%	545
2025 Q2	$469K	Sell	7,489 -760	-9%	-$45.9K	0.02%	528
2025 Q1	$492K	Buy	8,249 +2,710	+49%	+$168K	0.03%	474
2024 Q4	$344K	Buy	5,539 +233	+4%	+$14.5K	0.02%	566
2024 Q3	$324K	Hold	5,306	–	–	0.15%	193
2024 Q2	$311K	Buy	+5,306	New	+$300K	0.15%	202

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

StoneX Group's HELO Position: Q1 2026 in Review

StoneX Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 36% in Q1 2026, buying an estimated $92K and bringing the position to 5,299 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #525.

StoneX Group first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. The position peaked at $492K in Q1 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

StoneX Group held 5,299 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $339K as of Q1 2026.
StoneX Group bought 1,390 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $92K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #525 holding.
StoneX Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
StoneX Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $492K in Q1 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.