Vestmark Advisory Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Vestmark Advisory Solutions’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	$623K	Buy	9,753 +11	+0.1%	+$728	0.01%	1001
2025 Q4	$647K	Buy	+9,742	New	+$640K	0.01%	921

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

Vestmark Advisory Solutions's HELO Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.11% in Q1 2026, buying an estimated $728 and bringing the position to 9,753 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1001.

Vestmark Advisory Solutions first reported a position in HELO in Q4 2025 and has held it in 2 quarters since. The position peaked at $647K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

Vestmark Advisory Solutions held 9,753 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $623K as of Q1 2026.
Vestmark Advisory Solutions bought 11 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $728.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #1001 holding.
Vestmark Advisory Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 2 quarters since.
Vestmark Advisory Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $647K in Q4 2025.
384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.