J P MORGAN EXCHANGE TRADED F

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 412,346 Value ($000) $27,392 Avg Close — Range —
Q3 2025
Shares 211,553 Value ($000) $13,751 Avg Close — Range —
Q2 2025
Shares 182,588 Value ($000) $11,426 Avg Close — Range —
Q1 2025
Shares 117,922 Value ($000) $7,038 Avg Close — Range —
Q4 2024
Shares 12,710 Value ($000) $789 Avg Close — Range —