J P MORGAN EXCHANGE TRADED F

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 19,769 Value ($000) $1,313 Avg Close — Range —
Q3 2025
Shares 17,162 Value ($000) $1,116 Avg Close — Range —
Q2 2025
Shares 13,574 Value ($000) $849 Avg Close — Range —
Q1 2025
Shares 13,659 Value ($000) $815 Avg Close — Range —
Q4 2024
Shares 7,588 Value ($000) $471 Avg Close — Range —