J P MORGAN EXCHANGE TRADED F

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 16,352 Value ($000) $1,086 Avg Close — Range —
Q3 2025
Shares 14,225 Value ($000) $925 Avg Close — Range —
Q2 2025
Shares 9,312 Value ($000) $583 Avg Close — Range —
Q1 2025
Shares 3,183 Value ($000) $190 Avg Close — Range —
Q4 2024
Shares 1,919 Value ($000) $119 Avg Close — Range —
Q3 2024
Shares 249 Value ($000) $15 Avg Close — Range —