Stratos Wealth Advisors LLC Has $1.43 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Stratos Wealth Advisors LLC cut its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 24.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,808 shares of the company’s stock after selling 7,270 shares during the quarter. Stratos Wealth Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,427,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Private Trust Co. NA raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 13.0% during the second quarter. Private Trust Co. NA now owns 7,684 shares of the company’s stock worth $481,000 after acquiring an additional 885 shares in the last quarter. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $92,000. Aire Advisors LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.9% during the 2nd quarter. Aire Advisors LLC now owns 136,356 shares of the company’s stock worth $8,533,000 after purchasing an additional 9,946 shares during the last quarter. WealthPlan Investment Management LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 41.5% during the 2nd quarter. WealthPlan Investment Management LLC now owns 208,109 shares of the company’s stock worth $13,023,000 after purchasing an additional 61,045 shares in the last quarter. Finally, Harbour Investments Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6,068.5% in the 2nd quarter. Harbour Investments Inc. now owns 39,910 shares of the company’s stock valued at $2,498,000 after buying an additional 39,263 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.4%

NYSEARCA:HELO opened at $64.91 on Friday. The stock has a market capitalization of $3.47 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $65.25. The firm has a fifty day simple moving average of $64.55 and a 200 day simple moving average of $62.33.

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.