Daymark Wealth Partners
HELO icon

Daymark Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Daymark Wealth Partners’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
Q3 		$12.1M Buy
175,123
+23,007
+15% +$1.59M 0.27% 70
2026
Q2 		$10.3M Buy
152,116
+37,890
+33% +$2.54M 0.25% 79
2026
Q1 		$7.3M Buy
114,226
+3,207
+3% +$212K 0.23% 83
2025
Q4 		$7.38M Sell
111,019
-42,667
-28% -$2.8M 0.24% 83
2025
Q3 		$10M Buy
153,686
+5,070
+3% +$324K 0.34% 62
2025
Q2 		$9.3M Buy
148,616
+1,416
+1% +$85.5K 0.35% 57
2025
Q1 		$8.78M Sell
147,200
-5,766
-4% -$357K 0.38% 57
2024
Q4 		$9.49M Sell
152,966
-34,520
-18% -$2.15M 0.4% 53
2024
Q3 		$11.5M Buy
187,486
+12,811
+7% +$759K 0.49% 49
2024
Q2 		$10.2M Buy
174,675
+11,759
+7% +$666K 0.47% 47
2024
Q1 		$9.12M Buy
162,916
+124,455
+324% +$6.78M 0.49% 49
2023
Q4 		$2.03M Buy
+38,461
New +$1.97M 0.12% 128

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Daymark Wealth Partners's HELO Position: Q3 2026 in Review

Daymark Wealth Partners increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 15% in Q3 2026, buying an estimated $1.59M and bringing the position to 175,123 shares worth $12.1M. The position accounts for 0.27% of the portfolio, ranked #70.

Daymark Wealth Partners first reported a position in HELO in Q4 2023 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Daymark Wealth Partners held 175,123 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $12.1M as of Q3 2026.
  • Daymark Wealth Partners bought 23,007 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $1.59M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.27% of Daymark Wealth Partners's portfolio in Q3 2026, its #70 holding.
  • Daymark Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 12 quarters since.
  • 248 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.