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Raymond James Financial Services Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$29.3M Buy
+478,905
New +$28.4M 0.04% 412

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $424B AUM 22.96% 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 $5.99B AUM 21.91% 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 $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial Services Advisors's HELO Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2024: 478,905 shares worth $29.3M. The stake represents 0.04% of the portfolio and ranks #412 among its holdings.

206 funds tracked by Wall St. Rank hold HELO as of Q3 2024.

  • Raymond James Financial Services Advisors held 478,905 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $29.3M as of Q3 2024.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.04% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #412 holding.
  • 206 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.