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

Monterey Private Wealth’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 		$219K Buy
3,669
+5
+0.1% +$310 0.06% 119
2024
Q4 		$227K Buy
+3,664
New +$228K 0.07% 117

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

Monterey Private Wealth's HELO Position: Q1 2025 in Review

Monterey Private Wealth increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 0.14% in Q1 2025, buying an estimated $310 and bringing the position to 3,669 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #119.

Monterey Private Wealth first reported a position in HELO in Q4 2024 and has held it in 2 quarters since. The position peaked at $227K in Q4 2024. 297 funds tracked by Wall St. Rank hold HELO as of Q1 2025.

  • Monterey Private Wealth held 3,669 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $219K as of Q1 2025.
  • Monterey Private Wealth bought 5 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2025, an estimated $310.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #119 holding.
  • Monterey Private Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and has held it in 2 quarters since.
  • Monterey Private Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $227K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.