High Net Worth Advisory Group’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

High Net Worth Advisory 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 Q3	$209K	Hold	3,782	–	–	0.04%	241
2026 Q2	$209K	Buy	+3,782	New	+$205K	0.04%	243

Other funds holding HOLA

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

High Net Worth Advisory Group's HOLA Position: Q3 2026 in Review

High Net Worth Advisory Group held its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) position steady in Q3 2026 at 3,782 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #241.

High Net Worth Advisory Group first reported a position in HOLA in Q2 2026 and has held it in 2 quarters since. The position peaked at $209K in Q2 2026. 37 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

High Net Worth Advisory Group held 3,782 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $209K as of Q3 2026.
High Net Worth Advisory Group left its JPMorgan International Hedged Equity Laddered Overlay ETF share count unchanged in Q3 2026.
JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.04% of High Net Worth Advisory Group's portfolio in Q3 2026, its #241 holding.
High Net Worth Advisory Group first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q2 2026 and has held it in 2 quarters since.
High Net Worth Advisory Group's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $209K in Q2 2026.
37 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.