J P MORGAN EXCHANGE TRADED F

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 15,455 Value ($000) $1,027 Avg Close — Range —
Q3 2025
Shares 15,455 Value ($000) $1,005 Avg Close — Range —
Q2 2025
Shares 12,460 Value ($000) $780 Avg Close — Range —
Q1 2025
Shares 6,858 Value ($000) $409 Avg Close — Range —