AWM
HELO icon

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

AE 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
2026
Q1 		$496K Buy
7,761
+2,692
+53% +$178K ﹤0.01% 1118
2025
Q4 		$337K Buy
5,069
+878
+21% +$57.6K ﹤0.01% 1252
2025
Q3 		$272K Buy
4,191
+2,612
+165% +$167K ﹤0.01% 1229
2025
Q2 		$98.8K Sell
1,579
-100
-6% -$6.04K ﹤0.01% 1485
2025
Q1 		$100K Buy
1,679
+576
+52% +$35.7K ﹤0.01% 1445
2024
Q4 		$68.4K Buy
+1,103
New +$68.7K ﹤0.01% 1504
2024
Q1 		– Sell
-47,670
Closed -$2.57M – 1507
2023
Q4 		$2.57M Buy
+47,670
New +$2.44M 0.01% 819

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FMWA
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Envestnet Asset Management
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Bank of America
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $45.5B AUM 21.01% 1-Year Est. Return
Cetera Investment Advisers
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