CSPIA
HOLA

Cary Street Partners Investment Advisory’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Cary Street Partners Investment Advisory’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 		$2.21M Buy
39,934
+12,162
+44% +$658K 0.45% 56
2026
Q1 		$1.46M Buy
27,772
+6,539
+31% +$351K 0.37% 73
2025
Q4 		$1.11M Buy
+21,233
New +$1.11M 0.3% 90

Other funds holding HOLA

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFS
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cary Street Partners Investment Advisory's HOLA Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 44% in Q2 2026, buying an estimated $658K and bringing the position to 39,934 shares worth $2.21M. The position accounts for 0.45% of the portfolio, ranked #56.

Cary Street Partners Investment Advisory first reported a position in HOLA in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Cary Street Partners Investment Advisory held 39,934 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $2.21M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 12,162 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $658K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.45% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #56 holding.
  • Cary Street Partners Investment Advisory first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.