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

Susquehanna International 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	$1.22M	Buy	19,055 +8,954	+89%	+$593K	﹤0.01%	7379
2025 Q4	$671K	Buy	10,101 +5,442	+117%	+$357K	﹤0.01%	8124
2025 Q3	$303K	Sell	4,659 -9,474	-67%	-$605K	﹤0.01%	10088
2025 Q2	$884K	Sell	14,133 -31,092	-69%	-$1.88M	﹤0.01%	7746
2025 Q1	$2.7M	Buy	45,225 +26,575	+142%	+$1.65M	﹤0.01%	4877
2024 Q4	$1.16M	Sell	18,650 -92,040	-83%	-$5.73M	﹤0.01%	6596
2024 Q3	$6.77M	Buy	110,690 +45,218	+69%	+$2.68M	﹤0.01%	3132
2024 Q2	$3.83M	Buy	65,472 +50,413	+335%	+$2.85M	﹤0.01%	3884
2024 Q1	$843K	Buy	+15,059	New	+$820K	﹤0.01%	7293

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

Susquehanna International Group's HELO Position: Q1 2026 in Review

Susquehanna International Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 89% in Q1 2026, buying an estimated $593K and bringing the position to 19,055 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #7379.

Susquehanna International Group first reported a position in HELO in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.77M in Q3 2024. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Susquehanna International Group held 19,055 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.22M as of Q1 2026.
Susquehanna International Group bought 8,954 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $593K.
JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Susquehanna International Group's portfolio in Q1 2026, its #7379 holding.
Susquehanna International Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 9 quarters since.
Susquehanna International Group's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $6.77M in Q3 2024.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.