CSP
HOLA

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

Cary Street Partners’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 		$20.1M Buy
362,634
+101,402
+39% +$5.49M 0.44% 56
2026
Q1 		$13.7M Sell
261,232
-1,990
-0.8% -$107K 0.34% 71
2025
Q4 		$13.8M Buy
263,222
+125,206
+91% +$6.56M 0.34% 71
2025
Q3 		$7.12M Buy
+138,016
New +$6.99M 0.18% 133

Other funds holding HOLA

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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

Cary Street Partners increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 39% in Q2 2026, buying an estimated $5.49M and bringing the position to 362,634 shares worth $20.1M. The position accounts for 0.44% of the portfolio, ranked #56.

Cary Street Partners first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Cary Street Partners held 362,634 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $20.1M as of Q2 2026.
  • Cary Street Partners bought 101,402 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $5.49M.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.44% of Cary Street Partners's portfolio in Q2 2026, its #56 holding.
  • Cary Street Partners first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 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's 13F filing for Q2 2026, filed 17 Jul 2026.