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

Clearstead 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
2025
Q3 		– Sell
-5,204
Closed -$326K – 3154
2025
Q2 		$326K Sell
5,204
-2,161
-29% -$130K ﹤0.01% 733
2025
Q1 		$440K Buy
+7,365
New +$457K 0.01% 610

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Clearstead Advisors's HELO Position: Q3 2025 in Review

Clearstead Advisors sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2025, closing a stake of 5,204 shares — an estimated $326K sold.

Clearstead Advisors first reported a position in HELO in Q1 2025 and held it in 2 quarters. The position peaked at $440K in Q1 2025. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

  • Clearstead Advisors reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 5,204 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $326K.
  • Clearstead Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2025 and held it in 2 quarters.
  • Clearstead Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $440K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.