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

Partners 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
2025 Q4	–	Sell	-8,702	Closed	-$566K	–	114
2025 Q3	$566K	Sell	8,702 -6,529	-43%	-$417K	0.56%	51
2025 Q2	$911K	Hold	15,231	–	–	1.04%	31
2025 Q1	$909K	Buy	15,231 +3,385	+29%	+$210K	1.03%	31
2024 Q4	$735K	Buy	+11,846	New	+$738K	0.84%	39

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Partners Wealth Management's HELO Position: Q4 2025 in Review

Partners Wealth Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 8,702 shares — an estimated $566K sold.

Partners Wealth Management first reported a position in HELO in Q4 2024 and held it in 4 quarters. The position peaked at $911K in Q2 2025. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

Partners Wealth Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
Partners Wealth Management sold 8,702 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $566K.
Partners Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and held it in 4 quarters.
Partners Wealth Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $911K in Q2 2025.
376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.