AWM
HELO icon

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

Apollon 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 		$1.55M Sell
24,266
-1,578
-6% -$104K 0.03% 451
2025
Q4 		$1.72M Sell
25,844
-28,036
-52% -$1.84M 0.03% 404
2025
Q3 		$3.5M Sell
53,880
-4,915
-8% -$314K 0.06% 260
2025
Q2 		$3.68M Sell
58,795
-1,735
-3% -$105K 0.07% 234
2025
Q1 		$3.61M Buy
60,530
+2,379
+4% +$147K 0.08% 223
2024
Q4 		$3.61M Buy
58,151
+37,916
+187% +$2.36M 0.08% 221
2024
Q3 		$1.24M Buy
+20,235
New +$1.2M 0.04% 418

Other funds holding HELO

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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