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

Titleist 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
Q3 		– Sell
-3,211
Closed -$217K – 434
2026
Q2 		$217K Buy
+3,211
New +$216K 0.01% 397

Other funds holding HELO

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Titleist Asset Management's HELO Position: Q3 2026 in Review

Titleist Asset Management sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026, closing a stake of 3,211 shares — an estimated $217K sold.

Titleist Asset Management first reported a position in HELO in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 18 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Titleist Asset Management reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q3 2026 after selling out during the quarter.
  • Titleist Asset Management sold 3,211 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $217K.
  • Titleist Asset Management first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2026 and held it in 1 quarter.
  • Titleist Asset Management's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $217K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.