IWC
HOLA

Integrated Wealth Concepts’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Integrated Wealth Concepts’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 		$162K Buy
+2,924
New +$158K ﹤0.01% 2470

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
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

Integrated Wealth Concepts's HOLA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q2 2026: 2,924 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #2470 among its holdings.

52 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Integrated Wealth Concepts held 2,924 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $162K as of Q2 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2470 holding.
  • 52 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.