IPAM
HOLA

Investment Partners Asset Management’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Investment Partners Asset Management’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 		$1.3M Sell
23,538
-334
-1% -$18.1K 0.72% 42
2026
Q1 		$1.26M Buy
23,872
+364
+2% +$19.5K 0.78% 34
2025
Q4 		$1.23M Sell
23,508
-89
-0.4% -$4.66K 0.76% 35
2025
Q3 		$1.22M Buy
+23,597
New +$1.19M 0.8% 33

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
OWA
Oak Wealth Advisors Northbrook, Illinois $208M AUM 24.39% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Investment Partners Asset Management's HOLA Position: Q2 2026 in Review

Investment Partners Asset Management reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 1.4% in Q2 2026, selling an estimated $18.1K and leaving 23,538 shares worth $1.3M. The position accounts for 0.72% of the portfolio, ranked #42.

Investment Partners Asset Management first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Investment Partners Asset Management held 23,538 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $1.3M as of Q2 2026.
  • Investment Partners Asset Management sold 334 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $18.1K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.72% of Investment Partners Asset Management's portfolio in Q2 2026, its #42 holding.
  • Investment Partners Asset Management first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.