J P MORGAN EXCHANGE TRADED F

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 2,636,850 Value ($000) $175,166 Avg Close — Range —
Q3 2025
Shares 2,393,885 Value ($000) $155,603 Avg Close — Range —
Q2 2025
Shares 2,163,590 Value ($000) $135,397 Avg Close — Range —
Q1 2025
Shares 1,894,647 Value ($000) $113,073 Avg Close — Range —
Q4 2024
Shares 1,385,589 Value ($000) $85,962 Avg Close — Range —
Q3 2024
Shares 967,185 Value ($000) $59,134 Avg Close — Range —
Q2 2024
Shares 355,586 Value ($000) $20,823 Avg Close — Range —