FFS
HOLA

Founders Financial Securities’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Founders Financial Securities’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 		$10.2M Sell
184,895
-884
-0.5% -$47.9K 0.52% 36
2026
Q1 		$10M Sell
185,779
-28,333
-13% -$1.52M 0.57% 36
2025
Q4 		$11.2M Buy
214,112
+4,183
+2% +$219K 0.66% 35
2025
Q3 		$10.8M Buy
+209,929
New +$10.6M 0.74% 31

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
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
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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Founders Financial Securities's HOLA Position: Q2 2026 in Review

Founders Financial Securities reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 0.48% in Q2 2026, selling an estimated $47.9K and leaving 184,895 shares worth $10.2M. The position accounts for 0.52% of the portfolio, ranked #36.

Founders Financial Securities first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2M in Q4 2025. 25 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Founders Financial Securities held 184,895 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $10.2M as of Q2 2026.
  • Founders Financial Securities sold 884 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $47.9K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.52% of Founders Financial Securities's portfolio in Q2 2026, its #36 holding.
  • Founders Financial Securities first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Founders Financial Securities's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $11.2M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.