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

Quotient Wealth Partners’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 		– Sell
-4,719
Closed -$293K – 341
2024
Q4 		$293K Buy
4,719
+101
+2% +$6.29K 0.01% 249
2024
Q3 		$282K Buy
+4,618
New +$274K 0.01% 258

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

Quotient Wealth Partners's HELO Position: Q1 2025 in Review

Quotient Wealth Partners sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2025, closing a stake of 4,719 shares — an estimated $293K sold.

Quotient Wealth Partners first reported a position in HELO in Q3 2024 and held it in 2 quarters. The position peaked at $293K in Q4 2024. 297 funds tracked by Wall St. Rank hold HELO as of Q1 2025.

  • Quotient Wealth Partners reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q1 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 4,719 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q1 2025, an estimated $293K.
  • Quotient Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 2 quarters.
  • Quotient Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $293K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2025.

Based on Quotient Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.