CAWM
HELO icon

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

Capital Advisors 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
Q1 		$213K Buy
3,327
+3
+0.1% +$199 0.03% 206
2025
Q4 		$221K Buy
+3,324
New +$218K 0.03% 204

Other funds holding HELO

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Capital Advisors Wealth Management's HELO Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.09% in Q1 2026, buying an estimated $199 and bringing the position to 3,327 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #206.

Capital Advisors Wealth Management first reported a position in HELO in Q4 2025 and has held it in 2 quarters since. The position peaked at $221K in Q4 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Capital Advisors Wealth Management held 3,327 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $213K as of Q1 2026.
  • Capital Advisors Wealth Management bought 3 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $199.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Capital Advisors Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $221K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.