CGH
HELO icon

Crossmark Global Holdings’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Crossmark Global Holdings’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 		$867K Hold
13,572
– – 0.01% 654
2025
Q4 		$902K Sell
13,572
-4,658
-26% -$306K 0.01% 640
2025
Q3 		$1.18M Hold
18,230
– – 0.02% 576
2025
Q2 		$1.14M Hold
18,230
– – 0.02% 568
2025
Q1 		$1.09M Buy
18,230
+4,965
+37% +$308K 0.02% 586
2024
Q4 		$823K Hold
13,265
– – 0.02% 638
2024
Q3 		$811K Hold
13,265
– – 0.01% 672
2024
Q2 		$777K Buy
+13,265
New +$751K 0.01% 669

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FMWA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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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 $59.6B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return