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3EDGE Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

3EDGE Asset Management’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
Q1 		– Sell
-54,032
Closed -$3.35M – 93
2024
Q4 		$3.35M Buy
+54,032
New +$3.36M 0.21% 37

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

3EDGE Asset Management's HELO Position: Q1 2025 in Review

3EDGE Asset Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2025, closing a stake of 54,032 shares — an estimated $3.35M sold.

3EDGE Asset Management first reported a position in HELO in Q4 2024 and held it in 1 quarter. The position peaked at $3.35M in Q4 2024. 297 funds tracked by Wall St. Rank hold HELO as of Q1 2025.

  • 3EDGE Asset Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2025 after selling out during the quarter.
  • 3EDGE Asset Management sold 54,032 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2025, an estimated $3.35M.
  • 3EDGE Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and held it in 1 quarter.
  • 3EDGE Asset Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.35M in Q4 2024.
  • 297 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2025.

Based on 3EDGE Asset Management's 13F filing for Q1 2025, filed 1 May 2025.