KPWS
HOLA

Kestra Private Wealth Services’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Kestra Private Wealth Services’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 		$737K Sell
13,311
-2,304
-15% -$125K 0.01% 1055
2026
Q1 		$821K Hold
15,615
– – 0.01% 941
2025
Q4 		$816K Buy
15,615
+79
+0.5% +$4.14K 0.01% 896
2025
Q3 		$801K Buy
+15,536
New +$786K 0.01% 876

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kestra Private Wealth Services's HOLA Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 15% in Q2 2026, selling an estimated $125K and leaving 13,311 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #1055.

Kestra Private Wealth Services first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $821K in Q1 2026. 27 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Kestra Private Wealth Services held 13,311 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $737K as of Q2 2026.
  • Kestra Private Wealth Services sold 2,304 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $125K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1055 holding.
  • Kestra Private Wealth Services first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $821K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.