J P MORGAN EXCHANGE TRADED F

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

Peterson Wealth Advisors, LLC's Holding History (CIK: 0001713558)

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

Q4 2025
Shares 684,554 Value ($000) $45,475 Avg Close — Range —
Q3 2025
Shares 630,253 Value ($000) $40,954 Avg Close — Range —
Q2 2025
Shares 589,884 Value ($000) $36,915 Avg Close — Range —
Q1 2025
Shares 578,595 Value ($000) $33,049 Avg Close — Range —
Q4 2024
Shares 598,273 Value ($000) $37,332 Avg Close — Range —
Q3 2024
Shares 555,607 Value ($000) $33,970 Avg Close — Range —
Q2 2024
Shares 510,346 Value ($000) $29,886 Avg Close — Range —
Q1 2024
Shares 466,795 Value ($000) $26,126 Avg Close — Range —
Q4 2023
Shares 277,265 Value ($000) $14,662 Avg Close — Range —