Lowe Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Lowe Wealth Advisors’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 Q3	$135K	Sell	2,070 -25	-1%	-$1.6K	0.05%	77
2025 Q2	$131K	Hold	2,095	–	–	0.05%	77
2025 Q1	$125K	Buy	2,095 +594	+40%	+$36.8K	0.05%	73
2024 Q4	$93.1K	Buy	1,501 +675	+82%	+$42K	0.04%	89
2024 Q3	$50.5K	Buy	826 +372	+82%	+$22K	0.02%	126
2024 Q2	$26.6K	Buy	+454	New	+$25.7K	0.01%	155

Other funds holding HELO

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Lowe Wealth Advisors's HELO Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 1.2% in Q3 2025, selling an estimated $1.6K and leaving 2,070 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #77.

Lowe Wealth Advisors first reported a position in HELO in Q2 2024 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

Lowe Wealth Advisors held 2,070 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $135K as of Q3 2025.
Lowe Wealth Advisors sold 25 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $1.6K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of Lowe Wealth Advisors's portfolio in Q3 2025, its #77 holding.
Lowe Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 6 quarters since.
344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.