UBS Group
HELO icon

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

UBS 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 		$58.8M Buy
919,308
+22,530
+3% +$1.49M 0.01% 1484
2025
Q4 		$59.6M Buy
896,778
+210,517
+31% +$13.8M 0.01% 1448
2025
Q3 		$44.6M Buy
686,261
+106,623
+18% +$6.81M 0.01% 1750
2025
Q2 		$36.3M Sell
579,638
-207,159
-26% -$12.5M 0.01% 1806
2025
Q1 		$47M Buy
786,797
+91,536
+13% +$5.68M 0.01% 1531
2024
Q4 		$43.1M Buy
695,261
+156,242
+29% +$9.73M 0.01% 1596
2024
Q3 		$33M Buy
539,019
+240,211
+80% +$14.2M 0.01% 1444
2024
Q2 		$17.5M Buy
298,808
+297,148
+17,900% +$16.8M 0.01% 1800
2024
Q1 		$92.9K Buy
+1,660
New +$90.4K ﹤0.01% 6262

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cetera Investment Advisers
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