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Vertex Planning Partners’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Vertex Planning 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
2025
Q2 		– Sell
-252,234
Closed -$15.1M – 191
2025
Q1 		$15.1M Buy
252,234
+14,088
+6% +$873K 3.29% 5
2024
Q4 		$14.8M Buy
+238,146
New +$14.8M 3.26% 5

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vertex Planning Partners's HELO Position: Q2 2025 in Review

Vertex Planning Partners sold out of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q2 2025, closing a stake of 252,234 shares — an estimated $15.1M sold.

Vertex Planning Partners first reported a position in HELO in Q4 2024 and held it in 2 quarters. The position peaked at $15.1M in Q1 2025. 324 funds tracked by Wall St. Rank hold HELO as of Q2 2025.

  • Vertex Planning Partners reported no remaining JPMorgan Hedged Equity Laddered Overlay ETF position as of Q2 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 252,234 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2025, an estimated $15.1M.
  • Vertex Planning Partners first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2024 and held it in 2 quarters.
  • Vertex Planning Partners's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $15.1M in Q1 2025.
  • 324 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2025.

Based on Vertex Planning Partners's 13F filing for Q2 2025, filed 13 Aug 2025.