AWM
HELO icon

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

Avaii 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
Q3 		$739K Buy
10,650
+51
+0.5% +$3.52K 0.21% 57
2026
Q2 		$716K Sell
10,599
-120,779
-92% -$8.11M 0.21% 61
2026
Q1 		$8.4M Buy
131,378
+1,690
+1% +$112K 2.93% 11
2025
Q4 		$8.62M Sell
129,688
-9,817
-7% -$645K 3.12% 10
2025
Q3 		$9.07M Buy
139,505
+281
+0.2% +$17.9K 3.45% 8
2025
Q2 		$8.71M Sell
139,224
-26,509
-16% -$1.6M 3.87% 5
2025
Q1 		$9.89M Buy
+165,733
New +$10.3M 5.28% 3

Other funds holding HELO

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Avaii Wealth Management's HELO Position: Q3 2026 in Review

Avaii Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.48% in Q3 2026, buying an estimated $3.52K and bringing the position to 10,650 shares worth $739K. The position accounts for 0.21% of the portfolio, ranked #57.

Avaii Wealth Management first reported a position in HELO in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.89M in Q1 2025. 18 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Avaii Wealth Management held 10,650 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $739K as of Q3 2026.
  • Avaii Wealth Management bought 51 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $3.52K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.21% of Avaii Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Avaii Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and has held it in 7 quarters since.
  • Avaii Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $9.89M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.