LPL Financial
HOLA

LPL Financial’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

LPL Financial’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 		$9.19M Buy
166,008
+21,317
+15% +$1.15M ﹤0.01% 2222
2026
Q1 		$7.61M Buy
144,691
+17,368
+14% +$932K ﹤0.01% 2239
2025
Q4 		$6.65M Buy
127,323
+21,503
+20% +$1.13M ﹤0.01% 2288
2025
Q3 		$5.46M Buy
+105,820
New +$5.36M ﹤0.01% 2384

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
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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

LPL Financial's HOLA Position: Q2 2026 in Review

LPL Financial increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 15% in Q2 2026, buying an estimated $1.15M and bringing the position to 166,008 shares worth $9.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

LPL Financial first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • LPL Financial held 166,008 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $9.19M as of Q2 2026.
  • LPL Financial bought 21,317 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.15M.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2222 holding.
  • LPL Financial first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.