HAS
HELO icon

HBW Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

HBW Advisory Services’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 		$1.12M Sell
17,488
-1,445
-8% -$95.7K 0.12% 181
2025
Q4 		$1.26M Buy
18,933
+2,729
+17% +$179K 0.14% 157
2025
Q3 		$1.05M Sell
16,204
-14,167
-47% -$905K 0.12% 168
2025
Q2 		$1.9M Sell
30,371
-10,827
-26% -$653K 0.23% 109
2025
Q1 		$2.46M Buy
41,198
+6,166
+18% +$382K 0.35% 79
2024
Q4 		$2.17M Buy
35,032
+7,690
+28% +$479K 0.22% 86
2024
Q3 		$1.67M Buy
27,342
+13,983
+105% +$828K 0.24% 97
2024
Q2 		$782K Buy
+13,359
New +$756K 0.13% 152

Other funds holding HELO

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FMWA
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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $59.8B AUM 29.42% 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