J P MORGAN EXCHANGE TRADED F

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 26,999 Value ($000) $1,794 Avg Close — Range —
Q3 2025
Shares 27,195 Value ($000) $1,768 Avg Close — Range —
Q2 2025
Shares 27,435 Value ($000) $1,717 Avg Close — Range —
Q1 2025
Shares 21,417 Value ($000) $1,278 Avg Close — Range —
Q4 2024
Shares 11,302 Value ($000) $701 Avg Close — Range —
Q3 2024
Shares 7,842 Value ($000) $479 Avg Close — Range —
Q2 2024
Shares 7,006 Value ($000) $410 Avg Close — Range —
Q1 2024
Shares 6,574 Value ($000) $368 Avg Close — Range —
Q4 2023
Shares 5,951 Value ($000) $315 Avg Close — Range —