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A4 Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

A4 Wealth Advisors’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
-14,203
Closed -$923K – 149
2025
Q3 		$923K Buy
+14,203
New +$907K 0.78% 37

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
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 $59.8B AUM 29.42% 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 22.96% 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 $445M AUM 17.73% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

A4 Wealth Advisors's HELO Position: Q4 2025 in Review

A4 Wealth Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 14,203 shares — an estimated $923K sold.

A4 Wealth Advisors first reported a position in HELO in Q3 2025 and held it in 1 quarter. The position peaked at $923K in Q3 2025. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • A4 Wealth Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • A4 Wealth Advisors sold 14,203 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $923K.
  • A4 Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 1 quarter.
  • A4 Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $923K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.