WIM
HELO icon

WealthPlan Investment Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

WealthPlan Investment Management’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 		$12.9M Sell
201,764
-9,736
-5% -$645K 0.72% 36
2025
Q4 		$14M Sell
211,500
-20,045
-9% -$1.32M 0.9% 28
2025
Q3 		$15.1M Buy
231,545
+23,436
+11% +$1.5M 1% 26
2025
Q2 		$13M Buy
208,109
+61,045
+42% +$3.68M 0.95% 25
2025
Q1 		$8.78M Sell
147,064
-68,926
-32% -$4.27M 0.86% 39
2024
Q4 		$13.4M Buy
215,990
+100,755
+87% +$6.27M 1.32% 18
2024
Q3 		$7.05M Buy
+115,235
New +$6.83M 0.71% 53

Other funds holding HELO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return