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Argent Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Argent Advisors’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
2024
Q1 		– Sell
-50,201
Closed -$2.65M – 140
2023
Q4 		$2.65M Buy
+50,201
New +$2.57M 1.16% 17

Other funds holding HELO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Argent Advisors's HELO Position: Q1 2024 in Review

Argent Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2024, closing a stake of 50,201 shares — an estimated $2.65M sold.

Argent Advisors first reported a position in HELO in Q4 2023 and held it in 1 quarter. The position peaked at $2.65M in Q4 2023. 99 funds tracked by Wall St. Rank hold HELO as of Q1 2024.

  • Argent Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2024 after selling out during the quarter.
  • Argent Advisors sold 50,201 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2024, an estimated $2.65M.
  • Argent Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and held it in 1 quarter.
  • Argent Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.65M in Q4 2023.
  • 99 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2024.

Based on Argent Advisors's 13F filing for Q1 2024, filed 1 May 2024.