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

Sun 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 		$1.97M Sell
28,267
-4,884
-15% -$328K 0.93% 24
2026
Q1 		$2.25M Sell
33,151
-3,106
-9% -$206K 1.13% 21
2025
Q4 		$2.41M Buy
+36,257
New +$2.38M 1.34% 18

Other funds holding HELO

LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sun Financial's HELO Position: Q2 2026 in Review

Sun Financial reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 15% in Q2 2026, selling an estimated $328K and leaving 28,267 shares worth $1.97M. The position accounts for 0.93% of the portfolio, ranked #24.

Sun Financial first reported a position in HELO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.41M in Q4 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

  • Sun Financial held 28,267 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.97M as of Q2 2026.
  • Sun Financial sold 4,884 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $328K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.93% of Sun Financial's portfolio in Q2 2026, its #24 holding.
  • Sun Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.41M in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

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