J P MORGAN EXCHANGE TRADED F

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 158,434 Value ($000) $10,525 Avg Close — Range —
Q3 2025
Shares 153,959 Value ($000) $10,007 Avg Close — Range —
Q2 2025
Shares 140,702 Value ($000) $8,805 Avg Close — Range —
Q1 2025
Shares 150,329 Value ($000) $8,972 Avg Close — Range —
Q4 2024
Shares 147,634 Value ($000) $9,159 Avg Close — Range —