US Bancorp
HELO icon

US Bancorp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

US Bancorp’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
Q4 		– Sell
-58
Closed -$3.77K – 4111
2025
Q3 		$3.77K Sell
58
-117
-67% -$7.47K ﹤0.01% 3612
2025
Q2 		$11K Buy
+175
New +$10.6K ﹤0.01% 3393

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Forvis Mazars Wealth Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

US Bancorp's HELO Position: Q4 2025 in Review

US Bancorp sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 58 shares — an estimated $3.77K sold.

US Bancorp first reported a position in HELO in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • US Bancorp reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • US Bancorp sold 58 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $3.77K.
  • US Bancorp first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and held it in 2 quarters.
  • US Bancorp's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $11K in Q2 2025.
  • 376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on US Bancorp's 13F filing for Q4 2025, filed 30 Jan 2026.