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Prime Capital Investment Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Prime Capital Investment Advisors’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 		$753K Sell
11,779
-3,138
-21% -$208K 0.01% 569
2025
Q4 		$991K Sell
14,917
-16,605
-53% -$1.09M 0.01% 497
2025
Q3 		$2.05M Buy
31,522
+18,080
+135% +$1.15M 0.03% 336
2025
Q2 		$841K Buy
+13,442
New +$811K 0.01% 503

Other funds holding HELO

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $59.8B AUM 29.42% 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

Prime Capital Investment Advisors's HELO Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 21% in Q1 2026, selling an estimated $208K and leaving 11,779 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #569.

Prime Capital Investment Advisors first reported a position in HELO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q3 2025. 384 funds tracked by Wall St. Rank hold HELO as of Q1 2026.

  • Prime Capital Investment Advisors held 11,779 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $753K as of Q1 2026.
  • Prime Capital Investment Advisors sold 3,138 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $208K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #569 holding.
  • Prime Capital Investment Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 4 quarters since.
  • Prime Capital Investment Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $2.05M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.