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Sowell Financial Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Sowell Financial Services’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 		– Sell
-16,754
Closed -$1.02M – 540
2024
Q3 		$1.02M Buy
16,754
+544
+3% +$32.2K 0.05% 336
2024
Q2 		$949K Sell
16,210
-967
-6% -$54.7K 0.05% 336
2024
Q1 		$961K Buy
+17,177
New +$935K 0.05% 349

Other funds holding HELO

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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 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 $11.5B AUM 15.23% 1-Year Est. Return

Sowell Financial Services's HELO Position: Q4 2024 in Review

Sowell Financial Services sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2024, closing a stake of 16,754 shares — an estimated $1.02M sold.

Sowell Financial Services first reported a position in HELO in Q1 2024 and held it in 3 quarters. The position peaked at $1.02M in Q3 2024. 273 funds tracked by Wall St. Rank hold HELO as of Q4 2024.

  • Sowell Financial Services reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 16,754 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2024, an estimated $1.02M.
  • Sowell Financial Services first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and held it in 3 quarters.
  • Sowell Financial Services's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $1.02M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.