J P MORGAN EXCHANGE TRADED F

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

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 777,372 Value ($000) $51,641 Avg Close — Range —
Q3 2025
Shares 848,042 Value ($000) $55,123 Avg Close — Range —
Q2 2025
Shares 873,399 Value ($000) $54,657 Avg Close — Range —