Kingswood Wealth Advisors LLC Grows Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Kingswood Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 80.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,659 shares of the company’s stock after purchasing an additional 6,071 […]

Jun 21, 2025 - 09:48
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Kingswood Wealth Advisors LLC Grows Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)
Kingswood Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 80.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,659 shares of the company’s stock after purchasing an additional 6,071 […]