SAG
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SageView Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

SageView Advisory Group’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
Q4 		$729K Buy
10,975
+255
+2% +$16.7K 0.02% 299
2025
Q3 		$697K Buy
10,720
+2,960
+38% +$189K 0.02% 322
2025
Q2 		$492K Buy
+7,760
New +$468K 0.02% 369

Other funds holding HELO

LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

SageView Advisory Group's HELO Position: Q4 2025 in Review

SageView Advisory Group increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 2.4% in Q4 2025, buying an estimated $16.7K and bringing the position to 10,975 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #299.

SageView Advisory Group first reported a position in HELO in Q2 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • SageView Advisory Group held 10,975 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $729K as of Q4 2025.
  • SageView Advisory Group bought 255 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $16.7K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #299 holding.
  • SageView Advisory Group first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.