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Planning Capital Management Corporation’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Planning Capital Management Corporation’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
2024
Q2 		– Sell
-65
Closed -$3.64K – 737
2024
Q1 		$3.64K Buy
+65
New +$3.54K ﹤0.01% 511

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Wealth Enhancement Advisory Services
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PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planning Capital Management Corporation's HELO Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2024, closing a stake of 65 shares — an estimated $3.64K sold.

Planning Capital Management Corporation first reported a position in HELO in Q1 2024 and held it in 1 quarter. The position peaked at $3.64K in Q1 2024. 152 funds tracked by Wall St. Rank hold HELO as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 65 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2024, an estimated $3.64K.
  • Planning Capital Management Corporation first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.64K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.