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 Q3	$10.2M	Buy	185,077 +19,069	+11%	+$1.07M	﹤0.01%	2171
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

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LPL Financial's HOLA Position: Q3 2026 in Review

LPL Financial increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 11% in Q3 2026, buying an estimated $1.07M and bringing the position to 185,077 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

LPL Financial first reported a position in HOLA in Q3 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

LPL Financial held 185,077 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $10.2M as of Q3 2026.
LPL Financial bought 19,069 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $1.07M.
JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2171 holding.
LPL Financial first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.