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Sunbelt Securities’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Sunbelt Securities’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 		$2.66K Hold
42
– – ﹤0.01% 1848
2025
Q4 		$2.76K Hold
42
– – ﹤0.01% 1798
2025
Q3 		$2.7K Buy
+42
New +$2.68K ﹤0.01% 1784

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Sunbelt Securities's HELO Position: Q1 2026 in Review

Sunbelt Securities held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q1 2026 at 42 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Sunbelt Securities first reported a position in HELO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.76K in Q4 2025. 386 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Sunbelt Securities held 42 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.66K as of Q1 2026.
  • Sunbelt Securities left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q1 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1848 holding.
  • Sunbelt Securities first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.76K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.