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 Q3	$1.9M	Hold	34,313	–	–	﹤0.01%	2094
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

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Commonwealth Equity Services's HOLA Position: Q3 2026 in Review

Commonwealth Equity Services held its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) position steady in Q3 2026 at 34,313 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Commonwealth Equity Services first reported a position in HOLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.13M in Q1 2026. 23 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

Commonwealth Equity Services held 34,313 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $1.9M as of Q3 2026.
Commonwealth Equity Services left its JPMorgan International Hedged Equity Laddered Overlay ETF share count unchanged in Q3 2026.
JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2094 holding.
Commonwealth Equity Services first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 5 quarters since.
Commonwealth Equity Services's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $2.13M in Q1 2026.
23 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.