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Financial Advocates Investment Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Financial Advocates Investment 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
2025
Q3 		$799K Buy
12,294
+1,382
+13% +$88.3K 0.45% 59
2025
Q2 		$683K Sell
10,912
-23,803
-69% -$1.44M 0.06% 294
2025
Q1 		$2.07M Buy
34,715
+9,191
+36% +$570K 0.15% 157
2024
Q4 		$1.58M Buy
+25,524
New +$1.59M 0.09% 211

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $888M AUM 16.86% 1-Year Est. Return

Financial Advocates Investment Management's HELO Position: Q3 2025 in Review

Financial Advocates Investment Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 13% in Q3 2025, buying an estimated $88.3K and bringing the position to 12,294 shares worth $799K. The position accounts for 0.45% of the portfolio, ranked #59.

Financial Advocates Investment Management first reported a position in HELO in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.07M in Q1 2025. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

  • Financial Advocates Investment Management held 12,294 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $799K as of Q3 2025.
  • Financial Advocates Investment Management bought 1,382 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $88.3K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.45% of Financial Advocates Investment Management's portfolio in Q3 2025, its #59 holding.
  • Financial Advocates Investment Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 4 quarters since.
  • Financial Advocates Investment Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.07M in Q1 2025.
  • 344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.