J P MORGAN EXCHANGE TRADED F

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

HTG Investment Advisors, Inc.'s Holding History (CIK: 0001963875)

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

Q4 2025
Shares 257,952 Value ($000) $17,136 Avg Close — Range —
Q3 2025
Shares 249,083 Value ($000) $16,190 Avg Close — Range —
Q2 2025
Shares 242,683 Value ($000) $15,187 Avg Close — Range —
Q1 2025
Shares 221,610 Value ($000) $13,226 Avg Close — Range —
Q4 2024
Shares 15,011 Value ($000) $931 Avg Close — Range —