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

International Assets 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
2024
Q3 		– Sell
-4,675
Closed -$274K – 2113
2024
Q2 		$274K Buy
+4,675
New +$265K 0.03% 575

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

International Assets Investment Management's HELO Position: Q3 2024 in Review

International Assets Investment Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2024, closing a stake of 4,675 shares — an estimated $274K sold.

International Assets Investment Management first reported a position in HELO in Q2 2024 and held it in 1 quarter. The position peaked at $274K in Q2 2024. 206 funds tracked by Wall St. Rank hold HELO as of Q3 2024.

  • International Assets Investment Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 4,675 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2024, an estimated $274K.
  • International Assets Investment Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $274K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.