T
HELO icon

Tidemark’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Tidemark’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
2025
Q4 		– Sell
-8
Closed -$520 – 685
2025
Q3 		$520 Hold
8
– – ﹤0.01% 657
2025
Q2 		$501 Hold
8
– – ﹤0.01% 672
2025
Q1 		$477 Sell
8
-41
-84% -$2.54K ﹤0.01% 673
2024
Q4 		$3.05K Hold
49
– – ﹤0.01% 567
2024
Q3 		$3K Buy
+49
New +$2.9K ﹤0.01% 530

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Tidemark's HELO Position: Q4 2025 in Review

Tidemark sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2025, closing a stake of 8 shares — an estimated $520 sold.

Tidemark first reported a position in HELO in Q3 2024 and held it in 5 quarters. The position peaked at $3.05K in Q4 2024. 376 funds tracked by Wall St. Rank hold HELO as of Q4 2025.

  • Tidemark reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • Tidemark sold 8 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $520.
  • Tidemark first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 5 quarters.
  • Tidemark's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $3.05K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Tidemark's 13F filing for Q4 2025, filed 10 Feb 2026.