We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF
HELO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
126
Thoroughbred Financial Services
Tennessee
$2.22M +$144K +2,330 +7%
KAS
127
Kestra Advisory Services
Texas
$2.22M +$1.16M +18,718 +101%
GPWM
128
Grant Private Wealth Management
California
$2.22M +$777K +12,534 +51%
CIA
129
Concurrent Investment Advisors
Florida
$2.16M +$364K +5,863 +19%
AFP
130
Ausdal Financial Partners
Iowa
$2.16M +$348K +5,612 +18%
CFS
131
Coordinated Financial Services
Colorado
$2.16M +$1.29M +20,730 +134%
SWIM
132
Smallwood Wealth Investment Management
New Jersey
$2.13M +$859K +13,862 +63%
AF
133
Apexium Financial
Texas
$2.13M +$1.12M +18,058 +103%
FAIM
134
Financial Advocates Investment Management
Washington
$2.07M +$570K +9,191 +36%
DP
135
Denver PWM
Colorado
$2.05M +$113K +1,817 +6%
IWP
136
IAG Wealth Partners
Wisconsin
$2.05M +$36.9K +595 +2%
PAG
137
Paladin Advisory Group
Iowa
$2.02M +$1.82M +29,433 +676%
SA
138
Sincerus Advisory
New York
$1.99M +$267K +4,300 +15%
SWP
139
Stratos Wealth Partners
Ohio
$1.93M +$155K +2,499 +8%
SAM
140
Smartleaf Asset Management
Massachusetts
$1.85M +$27.4K +442 +1%
SWA
141
Stratos Wealth Advisors
Ohio
$1.8M +$196K +3,161 +12%
FFA
142
Farther Finance Advisors
California
$1.76M +$1.83M +29,470 New
MA
143
MONECO Advisors
Connecticut
$1.74M +$837K +13,501 +86%
CF
144
Convergence Financial
Missouri
$1.68M +$65.8K +1,061 +4%
AC
145
Avestar Capital
New York
$1.66M +$724K +11,670 +72%
SPC
146
Sigma Planning Corp
Michigan
$1.65M +$724K +11,678 +73%
CFA
147
Cahill Financial Advisors
Minnesota
$1.58M +$121K +1,949 +8%
VAM
148
Vienna Asset Management
California
$1.56M +$330K +5,325 +26%
PCA
149
Purkiss Capital Advisors
Connecticut
$1.5M +$187K +3,010 +14%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$686K +11,066 +80%
4 5
6
7 8