J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 5,514 Value ($000) $320 Avg Close — Range —
Q3 2025
Shares 5,423 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 4,374 Value ($000) $238 Avg Close — Range —
Q1 2025
Shares 61,095 Value ($000) $3,164 Avg Close — Range —
Q4 2024
Shares 60,604 Value ($000) $3,417 Avg Close — Range —
Q3 2024
Shares 64,102 Value ($000) $3,521 Avg Close — Range —
Q2 2024
Shares 68,409 Value ($000) $3,797 Avg Close — Range —