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Raymond James & Associates’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Raymond James & Associates’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
Q3 		$19.3M Buy
315,893
+233,895
+285% +$13.9M 0.01% 837
2024
Q2 		$4.8M Buy
+81,998
New +$4.64M ﹤0.01% 1605

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's HELO Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 285% in Q3 2024, buying an estimated $13.9M and bringing the position to 315,893 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #837.

Raymond James & Associates first reported a position in HELO in Q2 2024 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold HELO as of Q3 2024.

  • Raymond James & Associates held 315,893 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $19.3M as of Q3 2024.
  • Raymond James & Associates bought 233,895 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2024, an estimated $13.9M.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #837 holding.
  • Raymond James & Associates first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.