Number of Shares
203,442.00
Current Holdings Value*
$12.73 Mil
% of Portfolio
4.5%
Total Estimate Gain
$622,552.86
% of Total Estimate Gain
5.07%

Investment Planning Advisors, Inc.'s JPMorgan Hedged Equity Laddered Overlay ETF Holding Summary

As of 2025-06-30, Investment Planning Advisors, Inc. held 203,442.00 shares of JPMorgan Hedged Equity Laddered Overlay ETF(HELO), totaling $12.73 Mil. This investment constitutes 4.5% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.39% of the outstanding JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock.

The initial trade took place in 2025Q2. And since then Investment Planning Advisors, Inc. has made 1 purchases of HELO, at an average price of $60.34, for a total of 203,442.00 shares. Based on historical transaction data and HELO's current price of $63.40, Investment Planning Advisors, Inc.'s estimated gain on his HELO holdings is $622,552.86, reflecting a 5.07% gain to date.

Investment Planning Advisors, Inc. HELO ($63.40) Holding Chart

Investment Planning Advisors, Inc. HELO ($63.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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