J P MORGAN EXCHANGE TRADED F

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

Gradient Investments LLC's Holding History (CIK: 0001542265)

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

Q4 2025
Shares 233,843 Value ($000) $15,534 Avg Close — Range —
Q3 2025
Shares 801,619 Value ($000) $52,105 Avg Close — Range —
Q2 2025
Shares 786,491 Value ($000) $49,219 Avg Close — Range —
Q1 2025
Shares 782,660 Value ($000) $46,709 Avg Close — Range —
Q4 2024
Shares 1,184,161 Value ($000) $73,465 Avg Close — Range —
Q3 2024
Shares 1,628,605 Value ($000) $99,573 Avg Close — Range —
Q2 2024
Shares 1,172,555 Value ($000) $68,665 Avg Close — Range —
Q1 2024
Shares 783,150 Value ($000) $43,833 Avg Close — Range —
Q4 2023
Shares 806,792 Value ($000) $42,663 Avg Close — Range —