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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Focus Partners Advisor Solutions's HOLA Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q2 2026, closing a stake of 3,858 shares — an estimated $203K sold.

Focus Partners Advisor Solutions first reported a position in HOLA in Q3 2025 and held it in 3 quarters. The position peaked at $203K in Q1 2026. 27 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining JPMorgan International Hedged Equity Laddered Overlay ETF position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 3,858 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $203K.
Focus Partners Advisor Solutions first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 3 quarters.
Focus Partners Advisor Solutions's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $203K in Q1 2026.
27 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.