Focus Partners Advisor Solutions’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Focus Partners Advisor Solutions’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	$213K	Buy	+3,858	New	+$216K	﹤0.01%	1265
2026 Q2	–	Sell	-3,858	Closed	-$203K	–	1437
2026 Q1	$203K	Hold	3,858	–	–	﹤0.01%	1156
2025 Q4	$202K	Hold	3,858	–	–	﹤0.01%	1030
2025 Q3	$203K	Buy	+3,858	New	+$195K	﹤0.01%	1072

Other funds holding HOLA

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focus Partners Advisor Solutions's HOLA Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q3 2026: 3,858 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in HOLA as recently as Q1 2026.

Focus Partners Advisor Solutions first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

Focus Partners Advisor Solutions held 3,858 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $213K as of Q3 2026.
JPMorgan International Hedged Equity Laddered Overlay ETF was a new Focus Partners Advisor Solutions position in Q3 2026.
JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1265 holding.
Focus Partners Advisor Solutions first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.