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Beacon Pointe Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Beacon Pointe 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
2026
Q1 		$3.52M Sell
55,139
-15,844
-22% -$1.05M 0.02% 568
2025
Q4 		$4.72M Sell
70,983
-4,693
-6% -$308K 0.03% 395
2025
Q3 		$4.92M Buy
75,676
+4,407
+6% +$281K 0.04% 348
2025
Q2 		$4.46M Buy
71,269
+2,564
+4% +$155K 0.05% 332
2025
Q1 		$4.1M Buy
68,705
+63,831
+1,310% +$3.96M 0.05% 338
2024
Q4 		$302K Sell
4,874
-2,346
-32% -$146K ﹤0.01% 1002
2024
Q3 		$441K Sell
7,220
-291
-4% -$17.2K 0.01% 895
2024
Q2 		$440K Buy
+7,511
New +$425K 0.01% 919

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Bank of America
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Osaic Holdings
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Raymond James Financial
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Wealth Enhancement Advisory Services
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Cetera Investment Advisers
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CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return