J P MORGAN EXCHANGE TRADED F

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

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 6,168 Value ($000) $410 Avg Close — Range —
Q3 2025
Shares 4,496 Value ($000) $292 Avg Close — Range —
Q2 2025
Shares 3,983 Value ($000) $249 Avg Close — Range —
Q1 2025
Shares 4,067 Value ($000) $243 Avg Close — Range —