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

Sagespring 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 Q3	–	Sell	-4,346	Closed	-$272K	–	748
2025 Q2	$272K	Sell	4,346 -843	-16%	-$50.9K	0.01%	610
2025 Q1	$310K	Sell	5,189 -945,951	-99%	-$58.6M	0.01%	505
2024 Q4	$59M	Buy	+951,140	New	+$59.2M	1.56%	17

Other funds holding HELO

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Sagespring Wealth Partners's HELO Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2025, closing a stake of 4,346 shares — an estimated $272K sold.

Sagespring Wealth Partners first reported a position in HELO in Q4 2024 and held it in 3 quarters. The position peaked at $59M in Q4 2024. 344 funds tracked by Wall St. Rank hold HELO as of Q3 2025.

Sagespring Wealth Partners reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q3 2025 after selling out during the quarter.
Sagespring Wealth Partners sold 4,346 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2025, an estimated $272K.
Sagespring Wealth Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and held it in 3 quarters.
Sagespring Wealth Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $59M in Q4 2024.
344 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.