J P MORGAN EXCHANGE TRADED F

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

Capital Analysts, LLC's Holding History (CIK: 0001624758)

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

Q4 2025
Shares 13,498 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 11,033 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 10,831 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 9,622 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 2,374 Value ($000) $0 Avg Close — Range —