Skip to content
Disclosery

HELO J P MORGAN EXCHANGE TRADED F

Follow

HEDGED EQUITY LA (fund)

268 managers (273 13F filers) reported a position in HELO shares at 2024-12-31, 32,742,235 shares in all. 56 filers opened a position and 12 filers sold out during the quarter.

Managers
268
13F filers
273
New
56
Added
141
Reduced
32
Sold out
12
Shares held by filers
32,742,235

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAP Partners, LLC6,056$376K0.26%+1,39013F-HRTimeline
WESPAC Advisors, LLC5,843$362K0.27%new13F-HRTimeline
BCGM Wealth Management, LLC5,826$361K0.11%+27813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,685$353K<0.01%+38413F-HRTimelineGroup
Reyes Financial Architecture, Inc.5,621$349K0.27%13F-HRTimeline
Axis Wealth Partners, LLC5,605$348K0.29%13F-HRTimeline
Blue Trust, Inc.5,579$346K<0.01%+2113F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.5,539$344K0.02%+23313F-HR/ATimelineGroup
Allen Capital Group, LLC5,436$337K0.04%+68413F-HRTimeline
Riggs Capital Management LLC5,186$322K0.32%13F-HRTimeline
B. Riley Wealth Advisors, Inc.5,130$318K0.01%-90513F-HRTimeline
Consolidated Portfolio Review Corp5,049$313K0.05%-1913F-HRTimeline
Mach-1 Financial Group, LLC4,933$306K0.55%-51,92113F-HRTimeline
Mountain Capital Investment Advisors In…4,847$304K0.06%+1,18913F-HRTimeline
Beacon Pointe Advisors, LLC4,874$302K<0.01%-2,34613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,830$300K0.09%013F-HRTimeline
Quotient Wealth Partners, LLC4,719$293K0.01%+10113F-HRTimeline
Madison Wealth Partners, Inc4,718$293K0.08%+55913F-HRTimeline
Castle Rock Wealth Management, LLC4,561$289K0.07%+2413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,605$286K0.02%-8513F-HRTimeline
Strategic Blueprint, LLC4,600$285K0.02%new13F-HRTimeline
Paladin Advisory Group, LLC4,355$270K0.21%+61513F-HRTimeline
Comprehensive Financial Planning, Inc./…4,338$269K0.23%13F-HRTimeline
Genesis Wealth Advisors, LLC3,947$245K0.21%13F-HRTimeline
New Republic Capital, LLC3,870$240K0.16%new13F-HRTimeline
Archford Capital Strategies, LLC3,780$235K0.04%013F-HRTimeline
Cedar Mountain Advisors, LLC3,746$232K0.05%new13F-HRTimeline
Oak Harvest Investment Services3,720$231K0.03%new13F-HRTimeline
Maia Wealth LLC3,637$230K0.05%013F-HRTimeline
Monterey Private Wealth, Inc.3,664$227K0.07%new13F-HRTimeline
IFP Advisors, Inc3,475$216K0.01%+3,14613F-HRTimeline
Claro Advisors Inc.3,300$205K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC3,294$204K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC2,823$175K0.1%13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,724$169K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,374$147K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,919$119K<0.01%+1,67013F-HRTimeline
Golden State Wealth Management, LLC1,810$112K0.02%13F-HRTimeline
Lowe Wealth Advisors, LLC1,501$93.1K0.04%+67513F-HRTimeline
Capital Advisors, Ltd. LLC1,507$93K0.01%013F-HRTimeline
AE Wealth Management LLC1,103$68.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC718$44.5K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.647$40.1K<0.01%+20613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…602$37.3K<0.01%new13F-HRTimelineGroup
First PREMIER Bank500$31K0.01%+15013F-HRTimeline
Aptus Capital Advisors, LLC363$22.6K<0.01%+23813F-HRTimeline
Financial Network Wealth Advisors LLC357$22.1K0.04%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…326$20.6K<0.01%+8713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC291$18.1K0.01%new13F-HRTimeline
CoreCap Advisors, LLC251$15.6K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC175$10.9K0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90$5.58K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.84$5.21K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP81$5.03K<0.01%new13F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC79$4.88K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC66$4.09K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC60$3.72K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc50$3.11K<0.01%new13F-HRTimeline
Tidemark, LLC49$3.05K<0.01%013F-HRTimeline
Continuum Advisory, LLC33$2.05K<0.01%-1213F-HRTimeline
HAZLETT, BURT & WATSON, INC.34$2K<0.01%new13F-HRTimeline
Morse Asset Management, Inc25$1.56K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19$1.18K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.15$931<0.01%013F-HRTimeline
BIRCHBROOK, INC.5$312<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4$2770.03%-3,64913F-HRTimeline
Allworth Financial LP1$64<0.01%013F-HRTimeline
Legacy Financial Group LLC895,479$55.6B+812,47113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.