Baird Financial Group
HOLA

Baird Financial Group’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Baird Financial Group’s Portfolio HOLA Stock Details HOLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37M Sell
25,959
-38
-0.1% -$2.04K ﹤0.01% 1166
2025
Q4 		$1.36M Hold
25,997
– – ﹤0.01% 1151
2025
Q3 		$1.34M Buy
+25,997
New +$1.32M ﹤0.01% 1167

Other funds holding HOLA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Baird Financial Group's HOLA Position: Q1 2026 in Review

Baird Financial Group reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 0.15% in Q1 2026, selling an estimated $2.04K and leaving 25,959 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Baird Financial Group first reported a position in HOLA in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • Baird Financial Group held 25,959 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $1.37M as of Q1 2026.
  • Baird Financial Group sold 38 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $2.04K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1166 holding.
  • Baird Financial Group first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.