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 Q2	$280K	Sell	4,140 -1,159	-22%	-$77.8K	0.01%	864
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	–	–	0.02%	449
2024 Q2	$311K	Buy	+5,306	New	+$300K	0.02%	453

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 22.9% 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

StoneX Group's HELO Position: Q2 2026 in Review

StoneX Group reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 22% in Q2 2026, selling an estimated $77.8K and leaving 4,140 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #864.

StoneX Group first reported a position in HELO in Q2 2024 and has held it in 9 quarters since. The position peaked at $492K in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

StoneX Group held 4,140 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $280K as of Q2 2026.
StoneX Group sold 1,159 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $77.8K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #864 holding.
StoneX Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 9 quarters since.
StoneX Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $492K in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.