Sugarloaf Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$12.9M	Buy	208,650 +16,655	+9%	+$1.04M	2.45%	11
2024 Q3	$11.7M	Buy	191,995 +14,228	+8%	+$843K	2.22%	11
2024 Q2	$10.4M	Buy	177,767 +9,659	+6%	+$547K	2.11%	11
2024 Q1	$9.41M	Buy	+168,108	New	+$9.15M	1.95%	11

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

Sugarloaf Wealth Management's HELO Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 8.7% in Q4 2024, buying an estimated $1.04M and bringing the position to 208,650 shares worth $12.9M. The position accounts for 2.45% of the portfolio, ranked #11.

Sugarloaf Wealth Management first reported a position in HELO in Q1 2024 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold HELO as of Q4 2024.

Sugarloaf Wealth Management held 208,650 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $12.9M as of Q4 2024.
Sugarloaf Wealth Management bought 16,655 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2024, an estimated $1.04M.
JPMorgan Hedged Equity Laddered Overlay ETF made up 2.45% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #11 holding.
Sugarloaf Wealth Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q1 2024 and has held it in 4 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.