Envestnet Asset Management
HELO icon

Envestnet Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Envestnet Asset Management’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 		$164M Buy
2,564,278
+689,557
+37% +$45.7M 0.04% 376
2025
Q4 		$125M Sell
1,874,721
-892,245
-32% -$58.6M 0.04% 434
2025
Q3 		$180M Buy
2,766,966
+200,643
+8% +$12.8M 0.05% 346
2025
Q2 		$161M Buy
2,566,323
+324,692
+14% +$19.6M 0.05% 366
2025
Q1 		$134M Buy
2,241,631
+703,364
+46% +$43.6M 0.04% 379
2024
Q4 		$95.4M Buy
1,538,267
+144,949
+10% +$9.03M 0.03% 478
2024
Q3 		$85.2M Buy
1,393,318
+978,827
+236% +$58M 0.03% 525
2024
Q2 		$24.3M Buy
414,491
+289,914
+233% +$16.4M 0.01% 1022
2024
Q1 		$6.97M Buy
+124,577
New +$6.78M ﹤0.01% 1754

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FMWA
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Bank of America
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Bank of New York Mellon
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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 $45.5B AUM 21.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return