Creative Planning
HOLA icon

Creative Planning’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Creative Planning’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 		$293K Sell
5,283
-2,143
-29% -$116K ﹤0.01% 3588
2026
Q1 		$391K Sell
7,426
-450
-6% -$24.1K ﹤0.01% 3219
2025
Q4 		$411K Sell
7,876
-115
-1% -$6.02K ﹤0.01% 3010
2025
Q3 		$412K Buy
+7,991
New +$404K ﹤0.01% 2889

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
SNB
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
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
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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

Creative Planning's HOLA Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 29% in Q2 2026, selling an estimated $116K and leaving 5,283 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3588.

Creative Planning first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $412K in Q3 2025. 51 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Creative Planning held 5,283 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $293K as of Q2 2026.
  • Creative Planning sold 2,143 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $116K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3588 holding.
  • Creative Planning first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $412K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.