LWL
HELO icon

Leo Wealth LLC’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Leo Wealth LLC’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 		$15.6M Sell
243,451
-13,460
-5% -$891K 1.13% 17
2025
Q4 		$17.1M Buy
+256,911
New +$16.9M 1.24% 19
2025
Q3 		– Sell
-267,931
Closed -$16.8M – 334
2025
Q2 		$16.8M Buy
+267,931
New +$16.2M 1.3% 18
2025
Q1 		– Sell
-252,620
Closed -$15.7M – 317
2024
Q4 		$15.7M Buy
252,620
+16,436
+7% +$1.02M 1.4% 19
2024
Q3 		$14.4M Buy
236,184
+132,082
+127% +$7.83M 1.32% 19
2024
Q2 		$6.1M Buy
+104,102
New +$5.89M 0.62% 30

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FMWA
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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