J P MORGAN EXCHANGE TRADED F

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

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 6,006 Value ($000) $399 Avg Close — Range —
Q3 2025
Shares 5,839 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 5,839 Value ($000) $365 Avg Close — Range —