TW
HELO icon

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

Transform Wealth’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
-193,445
Closed -$11.8M – 268
2024
Q3 		$11.8M Buy
+193,445
New +$11.5M 0.78% 29

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

Transform Wealth's HELO Position: Q4 2024 in Review

Transform Wealth sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q4 2024, closing a stake of 193,445 shares — an estimated $11.8M sold.

Transform Wealth first reported a position in HELO in Q3 2024 and held it in 1 quarter. The position peaked at $11.8M in Q3 2024. 273 funds tracked by Wall St. Rank hold HELO as of Q4 2024.

  • Transform Wealth reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q4 2024 after selling out during the quarter.
  • Transform Wealth sold 193,445 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q4 2024, an estimated $11.8M.
  • Transform Wealth first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q3 2024 and held it in 1 quarter.
  • Transform Wealth's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $11.8M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.