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

Avior 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	$11.6M	Sell	168,265 -5,400	-3%	-$372K	0.31%	76
2026 Q2	$11.7M	Buy	173,665 +1,237	+0.7%	+$83.1K	0.31%	75
2026 Q1	$11M	Buy	172,428 +1,854	+1%	+$123K	0.31%	72
2025 Q4	$11.3M	Sell	170,574 -455	-0.3%	-$29.9K	0.35%	61
2025 Q3	$11.1M	Buy	171,029 +1,940	+1%	+$124K	0.36%	62
2025 Q2	$10.6M	Buy	+169,089	New	+$10.2M	0.37%	59

Other funds holding HELO

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

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

Avior Wealth Management reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 3.1% in Q3 2026, selling an estimated $372K and leaving 168,265 shares worth $11.6M. The position accounts for 0.31% of the portfolio, ranked #76.

Avior Wealth Management first reported a position in HELO in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q2 2026. 96 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

Avior Wealth Management held 168,265 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $11.6M as of Q3 2026.
Avior Wealth Management sold 5,400 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $372K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.31% of Avior Wealth Management's portfolio in Q3 2026, its #76 holding.
Avior Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 6 quarters since.
Avior Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $11.7M in Q2 2026.
96 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

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