Avantax Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
Bought
Maintained
Sold
Other funds holding HELO
FMWA
Avantax Advisory Services's HELO Position: Q2 2025 in Review
Avantax Advisory Services reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.6% in Q2 2025, selling an estimated $104K and leaving 64,210 shares worth $4.02M. The position accounts for 0.02% of the portfolio, ranked #527.
Avantax Advisory Services first reported a position in HELO in Q1 2024 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.
- Avantax Advisory Services held 64,210 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $4.02M as of Q2 2025.
- Avantax Advisory Services sold 1,731 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2025, an estimated $104K.
- JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #527 holding.
- Avantax Advisory Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 5 quarters since.
- 324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.