Kovitz Investment Group Partners
HELO icon

Kovitz Investment Group Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Kovitz Investment Group Partners’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
-16,324
Closed -$1.06M – 823
2025
Q3 		$1.06M Sell
16,324
-1,986
-11% -$127K ﹤0.01% 834
2025
Q2 		$1.15M Buy
+18,310
New +$1.11M ﹤0.01% 770

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Osaic Holdings
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Raymond James Financial
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CFS
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Kovitz Investment Group Partners's HELO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 16,324 shares — an estimated $1.06M sold.

Kovitz Investment Group Partners first reported a position in HELO in Q2 2025 and held it in 2 quarters. The position peaked at $1.15M in Q2 2025. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 16,324 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $1.06M.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.15M in Q2 2025.
  • 376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.