SAM
HELO icon

Smartleaf Asset Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Smartleaf Asset 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
2026
Q1 		$4.05K Sell
64
-8
-11% -$530 ﹤0.01% 2752
2025
Q4 		$4.81K Sell
72
-19
-21% -$1.25K ﹤0.01% 2709
2025
Q3 		$5.91K Sell
91
-5,600
-98% -$358K ﹤0.01% 2324
2025
Q2 		$356K Sell
5,691
-25,381
-82% -$1.53M 0.03% 437
2025
Q1 		$1.85M Buy
31,072
+442
+1% +$27.4K 0.18% 128
2024
Q4 		$1.9M Buy
30,630
+6,723
+28% +$419K 0.19% 112
2024
Q3 		$1.46M Buy
+23,907
New +$1.42M 0.18% 133

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Bank of America
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Bank of New York Mellon
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Osaic Holdings
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return