Accredited Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Accredited Wealth 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 Q3	$11.4K	Buy	235 +60	+34%	+$3.83K	0.01%	254
2025 Q2	$11K	Hold	175	–	–	0.01%	254
2025 Q1	$10.4K	Hold	175	–	–	0.01%	241
2024 Q4	$10.9K	Buy	+175	New	+$10.9K	0.01%	242

Other funds holding HELO

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Accredited Wealth Management's HELO Position: Q3 2025 in Review

Accredited Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 34% in Q3 2025, buying an estimated $3.83K and bringing the position to 235 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #254.

Accredited Wealth Management first reported a position in HELO in Q4 2024 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

Accredited Wealth Management held 235 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $11.4K as of Q3 2025.
Accredited Wealth Management bought 60 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $3.83K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #254 holding.
Accredited Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 4 quarters since.
344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.