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BOLTON SECURITIES CORPORATION’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$2.02M Buy
+33,854
New +$2.1M 0.12% 203

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Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HELO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) in Q1 2025: 33,854 shares worth $2.02M. The stake represents 0.12% of the portfolio and ranks #203 among its holdings.

299 funds tracked by Wall St. Rank hold HELO as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 33,854 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $2.02M as of Q1 2025.
  • JPMorgan Hedged Equity Laddered Overlay ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • JPMorgan Hedged Equity Laddered Overlay ETF made up 0.12% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #203 holding.
  • 299 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.