CAWM
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Capital A Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Capital A 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
2025
Q2 		– Sell
-89,163
Closed -$5.32M – 618
2025
Q1 		$5.32M Buy
+89,163
New +$5.53M 5.58% 7

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital A Wealth Management's HELO Position: Q2 2025 in Review

Capital A Wealth Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2025, closing a stake of 89,163 shares — an estimated $5.32M sold.

Capital A Wealth Management first reported a position in HELO in Q1 2025 and held it in 1 quarter. The position peaked at $5.32M in Q1 2025. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

  • Capital A Wealth Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 89,163 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2025, an estimated $5.32M.
  • Capital A Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.32M in Q1 2025.
  • 324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.