Janney Montgomery Scott
HELO icon

Janney Montgomery Scott’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Janney Montgomery Scott’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 		$2.58M Sell
40,451
-5,173
-11% -$343K 0.01% 1153
2025
Q4 		$3.03M Buy
45,624
+2,238
+5% +$147K 0.01% 1140
2025
Q3 		$2.82M Sell
43,386
-15,442
-26% -$986K 0.01% 1152
2025
Q2 		$3.68M Sell
58,828
-28,706
-33% -$1.73M 0.01% 937
2025
Q1 		$5.22M Sell
87,534
-2,962
-3% -$184K 0.01% 762
2024
Q4 		$5.61M Buy
90,496
+12,740
+16% +$793K 0.02% 742
2024
Q3 		$4.75M Buy
77,756
+29,776
+62% +$1.76M 0.01% 784
2024
Q2 		$2.81M Buy
47,980
+1,391
+3% +$78.7K 0.01% 946
2024
Q1 		$2.61M Buy
+46,589
New +$2.54M 0.01% 1031

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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 $59.6B 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