Vima LLC
HELO icon

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

Vima LLC’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 		$62.9K Buy
909
+156
+21% +$10.8K 0.06% 145
2026
Q2 		$50.9K Buy
+753
New +$50.6K 0.05% 152

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Peterson Wealth Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CGC Financial Services
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Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Vima LLC's HELO Position: Q3 2026 in Review

Vima LLC increased its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 21% in Q3 2026, buying an estimated $10.8K and bringing the position to 909 shares worth $62.9K. The position accounts for 0.06% of the portfolio, ranked #145.

Vima LLC first reported a position in HELO in Q2 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • Vima LLC held 909 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $62.9K as of Q3 2026.
  • Vima LLC bought 156 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $10.8K.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.06% of Vima LLC's portfolio in Q3 2026, its #145 holding.
  • Vima LLC first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2026 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.