OHWP
HELO icon

Oak Harbor Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Oak Harbor Wealth Partners’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 		$4.77M Buy
74,638
+1,275
+2% +$84.4K 1.12% 24
2025
Q4 		$4.87M Buy
73,363
+1,779
+2% +$117K 1.17% 23
2025
Q3 		$4.65M Buy
71,584
+3,305
+5% +$211K 1.15% 23
2025
Q2 		$4.27M Buy
68,279
+5,444
+9% +$329K 1.15% 23
2025
Q1 		$3.75M Buy
62,835
+20,480
+48% +$1.27M 1.07% 25
2024
Q4 		$2.63M Buy
42,355
+21,888
+107% +$1.36M 0.76% 35
2024
Q3 		$1.25M Buy
20,467
+1,234
+6% +$73.1K 0.36% 75
2024
Q2 		$1.13M Buy
+19,233
New +$1.09M 0.35% 73

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Osaic Holdings
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Raymond James Financial
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Wealth Enhancement Advisory Services
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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