J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holding History (CIK: 0001109767)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 50,270 Value ($000) $2,922 Avg Close — Range —
Q3 2025
Shares 43,023 Value ($000) $2,475 Avg Close — Range —
Q2 2025
Shares 42,583 Value ($000) $2,317 Avg Close — Range —
Q1 2025
Shares 42,656 Value ($000) $2,209 Avg Close — Range —
Q4 2024
Shares 46,436 Value ($000) $2,618 Avg Close — Range —
Q3 2024
Shares 42,463 Value ($000) $2,333 Avg Close — Range —
Q2 2024
Shares 39,756 Value ($000) $2,207 Avg Close — Range —
Q1 2024
Shares 37,053 Value ($000) $2,010 Avg Close — Range —
Q4 2023
Shares 34,240 Value ($000) $1,710 Avg Close — Range —
Q3 2023
Shares 29,972 Value ($000) $1,407 Avg Close — Range —