J P MORGAN EXCHANGE TRADED F

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

PINNACLE ASSOCIATES LTD's Holding History (CIK: 0000743127)

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

Q4 2025
Shares 115,803 Value ($000) $7,693 Avg Close — Range —
Q3 2025
Shares 75,622 Value ($000) $4,915 Avg Close — Range —
Q2 2025
Shares 47,790 Value ($000) $2,991 Avg Close — Range —
Q1 2025
Shares 10,050 Value ($000) $600 Avg Close — Range —