IWA
HOLA

Independent Wealth Advisors’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Independent Wealth Advisors’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 		$5.13M Buy
92,692
+6,534
+8% +$354K 4.64% 8
2026
Q1 		$4.53M Buy
86,158
+5,393
+7% +$289K 4.45% 7
2025
Q4 		$4.22M Buy
+80,765
New +$4.23M 4.4% 7

Other funds holding HOLA

CSP
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
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
FFS
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Wealth Advisors's HOLA Position: Q2 2026 in Review

Independent Wealth Advisors increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 7.6% in Q2 2026, buying an estimated $354K and bringing the position to 92,692 shares worth $5.13M. The position accounts for 4.64% of the portfolio, ranked #8.

Independent Wealth Advisors first reported a position in HOLA in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Independent Wealth Advisors held 92,692 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $5.13M as of Q2 2026.
  • Independent Wealth Advisors bought 6,534 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $354K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 4.64% of Independent Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Independent Wealth Advisors first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.