Commonwealth Equity Services
HOLA

Commonwealth Equity Services’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Commonwealth Equity Services’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 		$1.9M Sell
34,313
-6,113
-15% -$331K ﹤0.01% 2164
2026
Q1 		$2.13M Buy
40,426
+2,304
+6% +$124K ﹤0.01% 1960
2025
Q4 		$1.99M Buy
38,122
+2,350
+7% +$123K ﹤0.01% 1991
2025
Q3 		$1.84M Buy
+35,772
New +$1.81M ﹤0.01% 2065

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
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
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Commonwealth Equity Services's HOLA Position: Q2 2026 in Review

Commonwealth Equity Services reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 15% in Q2 2026, selling an estimated $331K and leaving 34,313 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Commonwealth Equity Services first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2026. 20 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Commonwealth Equity Services held 34,313 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $1.9M as of Q2 2026.
  • Commonwealth Equity Services sold 6,113 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $331K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2164 holding.
  • Commonwealth Equity Services first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $2.13M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.