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

Freedom 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 		– Sell
-3,897
Closed -$244K – 371
2025
Q2 		$244K Buy
+3,897
New +$235K 0.02% 649

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FMWA
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Bank of America
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Wealth Enhancement Advisory Services
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Bank of New York Mellon
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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 $795M AUM 12.87% 1-Year Est. Return

Freedom Investment Management's HELO Position: Q3 2025 in Review

Freedom Investment Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2025, closing a stake of 3,897 shares — an estimated $244K sold.

Freedom Investment Management first reported a position in HELO in Q2 2025 and held it in 1 quarter. The position peaked at $244K in Q2 2025. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

  • Freedom Investment Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,897 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $244K.
  • Freedom Investment Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and held it in 1 quarter.
  • Freedom Investment Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $244K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.