Capital Analysts LLC
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Capital Analysts LLC’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Capital Analysts LLC’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
Q2 		$314K Sell
5,674
-334
-6% -$18.1K 0.01% 598
2026
Q1 		$316K Buy
6,008
+1,279
+27% +$68.6K 0.01% 547
2025
Q4 		$247K Buy
4,729
+1,064
+29% +$55.7K 0.01% 580
2025
Q3 		$189K Buy
+3,665
New +$185K 0.01% 607

Other funds holding HOLA

Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

Capital Analysts LLC's HOLA Position: Q2 2026 in Review

Capital Analysts LLC reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 5.6% in Q2 2026, selling an estimated $18.1K and leaving 5,674 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #598.

Capital Analysts LLC first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $316K in Q1 2026. 51 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Capital Analysts LLC held 5,674 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $314K as of Q2 2026.
  • Capital Analysts LLC sold 334 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $18.1K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #598 holding.
  • Capital Analysts LLC first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Capital Analysts LLC's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $316K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.