Focus Partners Wealth
HOLA

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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Focus Partners Wealth's HOLA Position: Q1 2026 in Review

Focus Partners Wealth reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 3.9% in Q1 2026, selling an estimated $110K and leaving 50,517 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Focus Partners Wealth first reported a position in HOLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.75M in Q4 2025. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • Focus Partners Wealth held 50,517 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $2.66M as of Q1 2026.
  • Focus Partners Wealth sold 2,044 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $110K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1189 holding.
  • Focus Partners Wealth first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $2.75M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.