J P MORGAN EXCHANGE TRADED F

Ticker: HELO CUSIP: 46654Q724 Class: HEDGED EQUITY LA

STIFEL FINANCIAL CORP's Holding History (CIK: 0000720672)

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

Q4 2025
Shares 424,907 Value ($000) $28,227 Avg Close — Range —
Q3 2025
Shares 434,265 Value ($000) $28,227 Avg Close — Range —
Q2 2025
Shares 263,510 Value ($000) $16,491 Avg Close — Range —
Q1 2025
Shares 233,205 Value ($000) $13,918 Avg Close — Range —
Q4 2024
Shares 47,225 Value ($000) $2,930 Avg Close — Range —
Q3 2024
Shares 15,280 Value ($000) $934 Avg Close — Range —