J P MORGAN EXCHANGE TRADED F

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

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 337,442 Value ($000) $22,416 Avg Close — Range —
Q3 2025
Shares 324,134 Value ($000) $21,069 Avg Close — Range —
Q2 2025
Shares 305,906 Value ($000) $19,144 Avg Close — Range —
Q1 2025
Shares 471,034 Value ($000) $28,111 Avg Close — Range —
Q4 2024
Shares 447,864 Value ($000) $27,785 Avg Close — Range —
Q3 2024
Shares 420,226 Value ($000) $25,693 Avg Close — Range —
Q2 2024
Shares 386,002 Value ($000) $22,604 Avg Close — Range —