SF
HELO icon

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

Synovus 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
2025
Q3 		$399K Buy
6,145
+2,040
+50% +$130K ﹤0.01% 742
2025
Q2 		$257K Buy
+4,105
New +$248K ﹤0.01% 819

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Synovus Financial's HELO Position: Q3 2025 in Review

Synovus Financial increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 50% in Q3 2025, buying an estimated $130K and bringing the position to 6,145 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Synovus Financial first reported a position in HELO in Q2 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

  • Synovus Financial held 6,145 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $399K as of Q3 2025.
  • Synovus Financial bought 2,040 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $130K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Synovus Financial's portfolio in Q3 2025, its #742 holding.
  • Synovus Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.