Atria Wealth Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Atria Wealth Solutions’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 Q2	$1.8M	Sell	28,723 -54,717	-66%	-$3.3M	0.04%	451
2025 Q1	$4.98M	Buy	83,440 +32,855	+65%	+$2.04M	0.06%	335
2024 Q4	$3.14M	Buy	+50,585	New	+$3.15M	0.03%	493

Other funds holding HELO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's HELO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 66% in Q2 2025, selling an estimated $3.3M and leaving 28,723 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #451.

Atria Wealth Solutions first reported a position in HELO in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.98M in Q1 2025. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

Atria Wealth Solutions held 28,723 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $1.8M as of Q2 2025.
Atria Wealth Solutions sold 54,717 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2025, an estimated $3.3M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #451 holding.
Atria Wealth Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 3 quarters since.
Atria Wealth Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $4.98M in Q1 2025.
324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.