Simon Quick Advisors
HELO icon

Simon Quick Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Simon Quick 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
2026
Q3 		$282K Buy
+4,079
New +$281K 0.01% 378

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Peterson Wealth Advisors
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CGC Financial Services
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Taylor Securities Services
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Pinnacle Associates
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Simon Quick Advisors's HELO Position: Q3 2026 in Review

Simon Quick Advisors opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026: 4,079 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings.

154 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Simon Quick Advisors held 4,079 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $282K as of Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new Simon Quick Advisors position in Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #378 holding.
  • 154 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.