J P MORGAN EXCHANGE TRADED F

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

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 84,165 Value ($000) $5,591 Avg Close — Range —
Q3 2025
Shares 122,266 Value ($000) $7,947 Avg Close — Range —
Q2 2025
Shares 113,119 Value ($000) $7,079 Avg Close — Range —
Q1 2025
Shares 96,446 Value ($000) $5,756 Avg Close — Range —
Q4 2024
Shares 65,075 Value ($000) $4,037 Avg Close — Range —
Q3 2024
Shares 14,056 Value ($000) $859 Avg Close — Range —