AAS
HELO icon

Ameritas Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Ameritas Advisory Services’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 		$1.26M Buy
19,684
+193
+1% +$12.8K 0.05% 322
2025
Q4 		$1.29M Sell
19,491
-48,959
-72% -$3.21M 0.05% 317
2025
Q3 		$4.45M Buy
68,450
+35,250
+106% +$2.25M 0.29% 69
2025
Q2 		$2.08M Sell
33,200
-34,845
-51% -$2.1M 0.11% 183
2025
Q1 		$4.2M Sell
68,045
-37,642
-36% -$2.33M 0.17% 133
2024
Q4 		$6.56M Buy
105,687
+45,193
+75% +$2.81M 0.23% 88
2024
Q3 		$3.7M Buy
60,494
+2,352
+4% +$139K 0.16% 141
2024
Q2 		$3.4M Buy
58,142
+28,688
+97% +$1.62M 0.13% 162
2024
Q1 		$1.63M Buy
+29,454
New +$1.6M 0.07% 273
2023
Q4 		– Sell
-7,000
Closed -$352K – 762
2023
Q3 		$352K Buy
+7,000
New +$349K 0.02% 592

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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