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Ameritas cut its HELO ETF holdings by over a third, while other firms increased their stakes.
Ameritas Advisory Services reduced its stake in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) by 35.6% in Q1 2021, holding 68,045 shares valued at $4.2 million.
Stonebridge Financial Group and Transcend Capital Advisors increased their positions in HELO during Q1 2021 and Q1 2022, respectively.
HELO invests in large-cap equities with options to protect against market downturns.
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Ameritas redujo su participación en HELO ETF en más de un tercio, mientras que otras empresas aumentaron sus participaciones.