AWE
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Avidian Wealth Enterprises’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Avidian Wealth Enterprises’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 		$10.2M Sell
147,481
-26,419
-15% -$1.82M 0.28% 61
2026
Q2 		$11.8M Buy
173,900
+3,996
+2% +$268K 0.33% 55
2026
Q1 		$10.9M Buy
+169,904
New +$11.3M 0.34% 50

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
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
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Avidian Wealth Enterprises's HELO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 15% in Q3 2026, selling an estimated $1.82M and leaving 147,481 shares worth $10.2M. The position accounts for 0.28% of the portfolio, ranked #61.

Avidian Wealth Enterprises first reported a position in HELO in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.8M in Q2 2026. 18 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Avidian Wealth Enterprises held 147,481 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $10.2M as of Q3 2026.
  • Avidian Wealth Enterprises sold 26,419 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $1.82M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.28% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #61 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $11.8M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.