Northwestern Mutual Wealth Management
HELO icon

Northwestern Mutual Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Northwestern Mutual Wealth Management’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 		$3.65M Sell
57,140
-38,746
-40% -$2.57M ﹤0.01% 901
2025
Q4 		$6.37M Buy
95,886
+8,848
+10% +$581K ﹤0.01% 696
2025
Q3 		$5.66M Buy
87,038
+82,284
+1,731% +$5.25M ﹤0.01% 699
2025
Q2 		$298K Buy
4,754
+4,290
+925% +$259K ﹤0.01% 1586
2025
Q1 		$27.7K Sell
464
-138
-23% -$8.56K ﹤0.01% 2392
2024
Q4 		$37.3K Buy
+602
New +$37.5K ﹤0.01% 2287

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Bank of America
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Bank of New York Mellon
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Osaic Holdings
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Raymond James Financial
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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