GVAG
HOLA

Great Valley Advisor Group’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Great Valley Advisor Group’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 		$1.18M Sell
22,475
-2,778
-11% -$149K 0.02% 482
2025
Q4 		$1.32M Buy
25,253
+11,219
+80% +$587K 0.03% 432
2025
Q3 		$724K Buy
+14,034
New +$710K 0.01% 547

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

Great Valley Advisor Group's HOLA Position: Q1 2026 in Review

Great Valley Advisor Group reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 11% in Q1 2026, selling an estimated $149K and leaving 22,475 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #482.

Great Valley Advisor Group first reported a position in HOLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • Great Valley Advisor Group held 22,475 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $1.18M as of Q1 2026.
  • Great Valley Advisor Group sold 2,778 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $149K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #482 holding.
  • Great Valley Advisor Group first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • Great Valley Advisor Group's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $1.32M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.