VisionPoint Advisory Group
HELO icon

VisionPoint Advisory Group’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

VisionPoint Advisory Group’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 		$427K Buy
+6,166
New +$425K 0.07% 273

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VisionPoint Advisory Group's HELO Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q3 2026: 6,166 shares worth $427K. The stake represents 0.07% of the portfolio and ranks #273 among its holdings.

124 funds tracked by Wall St. Rank hold HELO as of Q3 2026.

  • VisionPoint Advisory Group held 6,166 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $427K as of Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new VisionPoint Advisory Group position in Q3 2026.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #273 holding.
  • 124 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.