J P MORGAN EXCHANGE TRADED F

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 16,054 Value ($000) $1,066 Avg Close — Range —
Q3 2025
Shares 18,816 Value ($000) $1,223 Avg Close — Range —