165,733 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Acquired by Avaii Wealth Management LLC

Avaii Wealth Management LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 165,733 shares of the company’s stock, valued at approximately $9,891,000. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 5.3% of Avaii Wealth Management LLC’s holdings, making the stock its 3rd largest holding. Avaii Wealth Management LLC owned about 0.36% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of HELO. Harbour Investments Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after purchasing an additional 206 shares in the last quarter. BCGM Wealth Management LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the fourth quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock worth $361,000 after purchasing an additional 278 shares in the last quarter. Sanctuary Advisors LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock worth $566,000 after purchasing an additional 356 shares in the last quarter. Truist Financial Corp increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock worth $353,000 after purchasing an additional 384 shares in the last quarter. Finally, Parallel Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $30,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.4%

Shares of HELO stock opened at $61.82 on Friday. The business’s fifty day simple moving average is $60.09 and its 200-day simple moving average is $61.36. The company has a market cap of $3.18 billion, a PE ratio of 25.10 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $55.83 and a 12-month high of $63.81.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential.