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

Cetera 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
2024 Q1	$5.18M	Buy	+92,565	New	+$5.04M	0.04%	447

Other funds holding HELO

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Cetera Advisors's HELO Position: Q1 2024 in Review

Cetera Advisors opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2024: 92,565 shares worth $5.18M. The stake represents 0.04% of the portfolio and ranks #447 among its holdings.

99 funds tracked by Wall St. Rank hold HELO as of Q1 2024.

Cetera Advisors held 92,565 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.18M as of Q1 2024.
JPMorgan Hedged Equity Laddered Overlay ETF was a new Cetera Advisors position in Q1 2024.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #447 holding.
99 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.