JWM
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Janiczek Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Janiczek Wealth 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
Q2 		$11.1K Hold
190
– – ﹤0.01% 647
2024
Q1 		$10.6K Buy
190
+1
+0.5% +$54 ﹤0.01% 668
2023
Q4 		$10K Buy
+189
New +$9.69K ﹤0.01% 667

Other funds holding HELO

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janiczek Wealth Management's HELO Position: Q2 2024 in Review

Janiczek Wealth Management held its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) position steady in Q2 2024 at 190 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Janiczek Wealth Management first reported a position in HELO in Q4 2023 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold HELO as of Q2 2024.

  • Janiczek Wealth Management held 190 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $11.1K as of Q2 2024.
  • Janiczek Wealth Management left its JPMorgan Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2024.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #647 holding.
  • Janiczek Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2023 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.