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Calton & Associates’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Calton & Associates’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
2024
Q4 		– Sell
-49,785
Closed -$3.04M – 227
2024
Q3 		$3.04M Buy
+49,785
New +$2.95M 1.16% 19

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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Calton & Associates's HELO Position: Q4 2024 in Review

Calton & Associates sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2024, closing a stake of 49,785 shares — an estimated $3.04M sold.

Calton & Associates first reported a position in HELO in Q3 2024 and held it in 1 quarter. The position peaked at $3.04M in Q3 2024. 273 funds tracked by Wall St. Rank hold HELO as of Q4 2024.

  • Calton & Associates reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2024 after selling out during the quarter.
  • Calton & Associates sold 49,785 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2024, an estimated $3.04M.
  • Calton & Associates first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 1 quarter.
  • Calton & Associates's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.04M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.