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Summit Wealth Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Summit Wealth Partners’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 		$1.58M Sell
24,763
-2,236
-8% -$148K 0.25% 76
2025
Q4 		$1.79M Sell
26,999
-196
-0.7% -$12.9K 0.33% 55
2025
Q3 		$1.77M Sell
27,195
-240
-0.9% -$15.3K 0.32% 58
2025
Q2 		$1.72M Buy
27,435
+6,018
+28% +$363K 0.33% 56
2025
Q1 		$1.28M Buy
21,417
+10,115
+89% +$627K 0.26% 67
2024
Q4 		$701K Buy
11,302
+3,460
+44% +$215K 0.14% 98
2024
Q3 		$479K Buy
7,842
+836
+12% +$49.5K 0.09% 138
2024
Q2 		$410K Buy
7,006
+432
+7% +$24.5K 0.09% 148
2024
Q1 		$368K Buy
6,574
+623
+10% +$33.9K 0.08% 153
2023
Q4 		$315K Buy
+5,951
New +$305K 0.07% 155

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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