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

Raymond James Trust’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 		$255K Buy
4,178
+89
+2% +$5.27K 0.01% 1122
2024
Q2 		$239K Buy
+4,089
New +$231K 0.01% 1091

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 $38.8B AUM 21.88% 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 Trust's HELO Position: Q3 2024 in Review

Raymond James Trust increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.2% in Q3 2024, buying an estimated $5.27K and bringing the position to 4,178 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1122.

Raymond James Trust 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 Trust held 4,178 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $255K as of Q3 2024.
  • Raymond James Trust bought 89 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2024, an estimated $5.27K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1122 holding.
  • Raymond James Trust 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 Trust's 13F filing for Q3 2024, filed 12 Nov 2024.