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

Focus Partners Wealth’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 		$2.79M Sell
50,377
-140
-0.3% -$7.58K ﹤0.01% 1205
2026
Q1 		$2.66M Sell
50,517
-2,044
-4% -$110K ﹤0.01% 1189
2025
Q4 		$2.75M Buy
+52,561
New +$2.75M ﹤0.01% 1187

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
Security National Bank
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
Founders Financial Securities
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
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

Focus Partners Wealth's HOLA Position: Q2 2026 in Review

Focus Partners Wealth reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 0.28% in Q2 2026, selling an estimated $7.58K and leaving 50,377 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Focus Partners Wealth first reported a position in HOLA in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Focus Partners Wealth held 50,377 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $2.79M as of Q2 2026.
  • Focus Partners Wealth sold 140 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $7.58K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1205 holding.
  • Focus Partners Wealth first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.