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Orion Portfolio Solutions’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Orion Portfolio Solutions’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 		$5.06M Sell
84,838
-7,645
-8% -$474K 0.05% 345
2024
Q4 		$5.74M Sell
92,483
-3,691
-4% -$230K 0.06% 292
2024
Q3 		$5.88M Buy
96,174
+17,150
+22% +$1.02M 0.06% 302
2024
Q2 		$4.63M Buy
79,024
+2,726
+4% +$154K 0.05% 332
2024
Q1 		$4.27M Buy
+76,298
New +$4.15M 0.05% 365

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

Orion Portfolio Solutions's HELO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.3% in Q1 2025, selling an estimated $474K and leaving 84,838 shares worth $5.06M. The position accounts for 0.05% of the portfolio, ranked #345.

Orion Portfolio Solutions first reported a position in HELO in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.88M in Q3 2024. 297 funds tracked by Wall St. Rank hold HELO as of Q1 2025.

  • Orion Portfolio Solutions held 84,838 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $5.06M as of Q1 2025.
  • Orion Portfolio Solutions sold 7,645 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2025, an estimated $474K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #345 holding.
  • Orion Portfolio Solutions first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $5.88M in Q3 2024.
  • 297 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.