Prevail Innovative Wealth Advisors Boosts JPMorgan Hedged Equity ETF Holdings

Firm increases stake in HELO ETF by over 1,400% in Q3 2025

Published on Mar. 8, 2026

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Prevail Innovative Wealth Advisors LLC significantly increased its position in the JPMorgan Hedged Equity Laddered Overlay ETF (HELO) during the third quarter of 2025, acquiring an additional 104,284 shares and bringing its total holdings to 111,526 shares. This represented a 1,440% increase in the firm's HELO position compared to the prior quarter.

Why it matters

The JPMorgan Hedged Equity Laddered Overlay ETF is a large-cap U.S. equity fund that aims to provide downside protection through an options overlay strategy. Prevail Innovative Wealth Advisors' substantial increase in its HELO holdings suggests the firm sees value in the fund's risk-managed approach amid market volatility.

The details

According to a recent 13F filing, Prevail Innovative Wealth Advisors LLC increased its position in the JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1,440% in the third quarter of 2025. The firm now holds 111,526 shares of HELO, which makes up approximately 1.4% of its overall portfolio.

  • Prevail Innovative Wealth Advisors LLC filed its 13F report for the third quarter of 2025.

The players

Prevail Innovative Wealth Advisors LLC

An investment management firm that provides wealth advisory services.

JPMorgan Hedged Equity Laddered Overlay ETF

An exchange-traded fund that actively manages a large-cap U.S. equity portfolio with a laddered options overlay to provide downside protection.

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The takeaway

Prevail Innovative Wealth Advisors' significant increase in its HELO holdings suggests the firm sees value in the ETF's risk-managed approach to large-cap U.S. equities, which could be appealing to investors seeking downside protection amid market volatility.