MSWA
HOLA

Marshall & Sterling Wealth Advisors’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-1,584
Closed -$81.7K – 653
2025
Q3 		$81.7K Buy
+1,584
New +$80.2K 0.05% 130

Other funds holding HOLA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HOLA Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q4 2025, closing a stake of 1,584 shares — an estimated $81.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in HOLA in Q3 2025 and held it in 1 quarter. The position peaked at $81.7K in Q3 2025. 47 funds tracked by Wall St. Rank hold HOLA as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining JPMorgan International Hedged Equity Laddered Overlay ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 1,584 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q4 2025, an estimated $81.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $81.7K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.