MIL
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MFG Investments, LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

MFG Investments, LLC’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
Q3 		$1.57M Buy
+22,666
New +$1.56M 1.69% 20

Other funds holding HELO

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Wealth Enhancement Advisory Services
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Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

MFG Investments, LLC's HELO Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026: 22,666 shares worth $1.57M. The stake represents 1.69% of the portfolio and ranks #20 among its holdings.

172 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • MFG Investments, LLC held 22,666 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.57M as of Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new MFG Investments, LLC position in Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 1.69% of MFG Investments, LLC's portfolio in Q3 2026, its #20 holding.
  • 172 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.