PWM
HELO icon

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

Perigon 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 		$4.31M Buy
67,405
+3,242
+5% +$215K 0.08% 238
2025
Q4 		$4.26M Sell
64,163
-1,045
-2% -$68.6K 0.08% 233
2025
Q3 		$4.24M Sell
65,208
-2,159
-3% -$138K 0.09% 224
2025
Q2 		$4.22M Buy
67,367
+1,392
+2% +$84K 0.1% 203
2025
Q1 		$3.94M Buy
65,975
+19,729
+43% +$1.22M 0.1% 200
2024
Q4 		$2.89M Buy
46,246
+25,884
+127% +$1.61M 0.07% 252
2024
Q3 		$1.24M Buy
+20,362
New +$1.21M 0.03% 381

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $45.5B AUM 21.01% 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