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Concourse Financial Group Securities’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-326
Closed -$20.6K – 904
2024
Q4 		$20.6K Buy
326
+87
+36% +$5.42K ﹤0.01% 1539
2024
Q3 		$14.6K Buy
+239
New +$14.2K ﹤0.01% 1593

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 $424B AUM 22.94% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Concourse Financial Group Securities's HELO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2025, closing a stake of 326 shares — an estimated $20.6K sold.

Concourse Financial Group Securities first reported a position in HELO in Q3 2024 and held it in 2 quarters. The position peaked at $20.6K in Q4 2024. 297 funds tracked by Wall St. Rank hold HELO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 326 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2025, an estimated $20.6K.
  • Concourse Financial Group Securities first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $20.6K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.