J P MORGAN EXCHANGE TRADED F

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

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q4 2025
Shares 31,490 Value ($000) $2,092 Avg Close — Range —
Q3 2025
Shares 31,430 Value ($000) $2,043 Avg Close — Range —
Q2 2025
Shares 31,663 Value ($000) $1,981 Avg Close — Range —
Q1 2025
Shares 24,940 Value ($000) $1,488 Avg Close — Range —
Q4 2024
Shares 13,874 Value ($000) $861 Avg Close — Range —