J P MORGAN EXCHANGE TRADED F

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

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 54,270 Value ($000) $3,605 Avg Close — Range —
Q3 2025
Shares 50,112 Value ($000) $3,257 Avg Close — Range —
Q2 2025
Shares 47,108 Value ($000) $2,948 Avg Close — Range —
Q1 2025
Shares 40,321 Value ($000) $2,406 Avg Close — Range —
Q4 2024
Shares 28,195 Value ($000) $1,749 Avg Close — Range —
Q3 2024
Shares 22,720 Value ($000) $1,389 Avg Close — Range —
Q2 2024
Shares 3,474 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 3,932 Value ($000) $220 Avg Close — Range —