FDCP
HELO icon

Foster Dykema Cabot & Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Foster Dykema Cabot & 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
2025
Q4 		– Sell
-1,603
Closed -$104K – 373
2025
Q3 		$104K Buy
+1,603
New +$102K 0.01% 174

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Foster Dykema Cabot & Partners's HELO Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 1,603 shares — an estimated $104K sold.

Foster Dykema Cabot & Partners first reported a position in HELO in Q3 2025 and held it in 1 quarter. The position peaked at $104K in Q3 2025. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 1,603 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $104K.
  • Foster Dykema Cabot & Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $104K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.