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Money Concepts Capital’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-7,832
Closed -$486K – 423
2024
Q4 		$486K Sell
7,832
-8,715
-53% -$543K 0.04% 297
2024
Q3 		$1.01M Buy
16,547
+4,149
+33% +$246K 0.08% 207
2024
Q2 		$726K Buy
+12,398
New +$702K 0.06% 241

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Money Concepts Capital's HELO Position: Q1 2025 in Review

Money Concepts Capital sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2025, closing a stake of 7,832 shares — an estimated $486K sold.

Money Concepts Capital first reported a position in HELO in Q2 2024 and held it in 3 quarters. The position peaked at $1.01M in Q3 2024. 297 funds tracked by Wall St. Rank hold HELO as of Q1 2025.

  • Money Concepts Capital reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2025 after selling out during the quarter.
  • Money Concepts Capital sold 7,832 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2025, an estimated $486K.
  • Money Concepts Capital first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and held it in 3 quarters.
  • Money Concepts Capital's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.01M in Q3 2024.
  • 297 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2025.

Based on Money Concepts Capital's 13F filing for Q1 2025, filed 24 Apr 2025.