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

Investment Partners Asset 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 Q4	–	Sell	-3,248	Closed	-$211K	–	162
2025 Q3	$211K	Buy	+3,248	New	+$207K	0.14%	148

Other funds holding HELO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Investment Partners Asset Management's HELO Position: Q4 2025 in Review

Investment Partners Asset Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 3,248 shares — an estimated $211K sold.

Investment Partners Asset Management first reported a position in HELO in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 375 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

Investment Partners Asset Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
Investment Partners Asset Management sold 3,248 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $211K.
Investment Partners Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 1 quarter.
Investment Partners Asset Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $211K in Q3 2025.
375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Investment Partners Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.