J P MORGAN EXCHANGE TRADED F

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 61,437 Value ($000) $4,081 Avg Close — Range —
Q3 2025
Shares 13,976 Value ($000) $907 Avg Close — Range —
Q2 2025
Shares 18,041 Value ($000) $1,127 Avg Close — Range —
Q1 2025
Shares 81,945 Value ($000) $4,891 Avg Close — Range —
Q4 2024
Shares 76,940 Value ($000) $4,773 Avg Close — Range —