Cetera Investment Advisers
HELO icon

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

Cetera Investment Advisers’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 		$101M Buy
1,584,346
+656,912
+71% +$43.5M 0.11% 177
2025
Q4 		$61.6M Buy
927,434
+181,551
+24% +$11.9M 0.07% 279
2025
Q3 		$48.5M Sell
745,883
-669,768
-47% -$42.8M 0.06% 329
2025
Q2 		$88.6M Sell
1,415,651
-100,311
-7% -$6.05M 0.15% 137
2025
Q1 		$90.5M Buy
1,515,962
+547,444
+57% +$33.9M 0.18% 110
2024
Q4 		$60.1M Buy
968,518
+205,983
+27% +$12.8M 0.13% 165
2024
Q3 		$46.6M Buy
762,535
+574,536
+306% +$34M 0.1% 198
2024
Q2 		$11M Buy
187,999
+87,191
+86% +$4.94M 0.03% 635
2024
Q1 		$5.64M Buy
+100,808
New +$5.49M 0.01% 925

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B 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 $45.5B AUM 21.01% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return