RCM
HELO icon

Riggs Capital Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Riggs Capital Management’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
Q4 		$322K Buy
+5,186
New +$323K 0.32% 79

Other funds holding HELO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Riggs Capital Management's HELO Position: Q4 2024 in Review

Riggs Capital Management opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2024: 5,186 shares worth $322K. The stake represents 0.32% of the portfolio and ranks #79 among its holdings.

273 funds tracked by Wall St. Rank hold HELO as of Q4 2024.

  • Riggs Capital Management held 5,186 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $322K as of Q4 2024.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Riggs Capital Management position in Q4 2024.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.32% of Riggs Capital Management's portfolio in Q4 2024, its #79 holding.
  • 273 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.