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B. Riley Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-5,893
Closed -$369K – 1128
2025
Q2 		$369K Buy
+5,893
New +$356K 0.02% 641
2024
Q4 		$318K Sell
5,130
-905
-15% -$56.4K 0.01% 852
2024
Q3 		$368K Buy
6,035
+1,942
+47% +$115K 0.01% 856
2024
Q2 		$240K Buy
+4,093
New +$232K 0.01% 1136

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

B. Riley Wealth Advisors's HELO Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2025, closing a stake of 5,893 shares — an estimated $369K sold.

B. Riley Wealth Advisors first reported a position in HELO in Q2 2024 and held it in 4 quarters. The position peaked at $369K in Q2 2025. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,893 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $369K.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $369K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.