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Kestra Private Wealth Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kestra Private Wealth 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 		$8.98M Sell
140,509
-6,494
-4% -$430K 0.11% 207
2025
Q4 		$9.77M Sell
147,003
-5,794
-4% -$380K 0.12% 180
2025
Q3 		$9.93M Sell
152,797
-3,864
-2% -$247K 0.13% 177
2025
Q2 		$9.8M Sell
156,661
-2,027
-1% -$122K 0.14% 171
2025
Q1 		$9.47M Buy
158,688
+17,249
+12% +$1.07M 0.16% 150
2024
Q4 		$8.77M Buy
141,439
+90,585
+178% +$5.64M 0.15% 157
2024
Q3 		$3.11M Buy
50,854
+10,527
+26% +$624K 0.06% 320
2024
Q2 		$2.36M Buy
40,327
+27,271
+209% +$1.54M 0.05% 353
2024
Q1 		$731K Buy
13,056
+1,184
+10% +$64.5K 0.02% 653
2023
Q4 		$628K Buy
+11,872
New +$608K 0.02% 656

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Osaic Holdings
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Raymond James Financial
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Wealth Enhancement Advisory Services
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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