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Apexium Financial’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Apexium Financial’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 		$5.24M Buy
80,560
+2,069
+3% +$132K 0.25% 51
2025
Q2 		$4.91M Buy
78,491
+42,836
+120% +$2.59M 0.26% 51
2025
Q1 		$2.13M Buy
35,655
+18,058
+103% +$1.12M 0.13% 83
2024
Q4 		$1.09M Buy
17,597
+8,774
+99% +$546K 0.07% 105
2024
Q3 		$539K Buy
+8,823
New +$523K 0.04% 140

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
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)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Apexium Financial's HELO Position: Q3 2025 in Review

Apexium Financial increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.6% in Q3 2025, buying an estimated $132K and bringing the position to 80,560 shares worth $5.24M. The position accounts for 0.25% of the portfolio, ranked #51.

Apexium Financial first reported a position in HELO in Q3 2024 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

  • Apexium Financial held 80,560 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.24M as of Q3 2025.
  • Apexium Financial bought 2,069 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $132K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.25% of Apexium Financial's portfolio in Q3 2025, its #51 holding.
  • Apexium Financial first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and has held it in 5 quarters since.
  • 344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.