CASC
HELO icon

Coppell Advisory Solutions Corp’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Coppell Advisory Solutions Corp’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 		$223K Buy
+3,990
New +$217K 0.04% 237

Other funds holding HELO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWA
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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Coppell Advisory Solutions Corp's HELO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2024: 3,990 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #237 among its holdings.

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

  • Coppell Advisory Solutions Corp held 3,990 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $223K as of Q1 2024.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #237 holding.
  • 99 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.