Wealth Enhancement Advisory Services
HELO icon

Wealth Enhancement Advisory Services’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$109M Sell
1,706,244
-315,430
-16% -$20.9M 0.24% 86
2025
Q4 		$135M Buy
2,021,674
+99,012
+5% +$6.5M 0.18% 96
2025
Q3 		$125M Buy
1,922,662
+145,576
+8% +$9.3M 0.19% 103
2025
Q2 		$112M Buy
1,777,086
+373,033
+27% +$22.5M 0.19% 106
2025
Q1 		$83.8M Buy
1,404,053
+372,471
+36% +$23.1M 0.16% 125
2024
Q4 		$64M Buy
1,031,582
+150,479
+17% +$9.37M 0.12% 161
2024
Q3 		$53.9M Buy
881,103
+253,875
+40% +$15M 0.12% 172
2024
Q2 		$36.7M Buy
627,228
+622,152
+12,257% +$35.2M 0.09% 218
2024
Q1 		$284K Buy
+5,076
New +$276K ﹤0.01% 1955

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