J P MORGAN EXCHANGE TRADED F

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

Strategic Financial Concepts, LLC's Holding History (CIK: 0001870686)

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

Q3 2025
Shares 72,039 Value ($000) $4,651 Avg Close — Range —
Q2 2025
Shares 55,483 Value ($000) $3,477 Avg Close — Range —
Q1 2025
Shares 41,468 Value ($000) $2,475 Avg Close — Range —
Q4 2024
Shares 34,045 Value ($000) $2,112 Avg Close — Range —
Q3 2024
Shares 19,574 Value ($000) $1,197 Avg Close — Range —
Q2 2024
Shares 1,001,832 Value ($000) $17 Avg Close — Range —
Q1 2024
Shares 7,977 Value ($000) $446 Avg Close — Range —