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

Merit Financial Group’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	$7.66M	Sell	138,632 -1,382	-1%	-$77.5K	0.04%	355
2026 Q2	$7.75M	Sell	140,014 -16,475	-11%	-$892K	0.05%	316
2026 Q1	$8.23M	Sell	156,489 -88,200	-36%	-$4.73M	0.06%	271
2025 Q4	$12.8M	Sell	244,689 -132,173	-35%	-$6.92M	0.1%	164
2025 Q3	$19.4M	Buy	+376,862	New	+$19.1M	0.18%	102

Other funds holding HOLA

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Merit Financial Group's HOLA Position: Q3 2026 in Review

Merit Financial Group reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 0.99% in Q3 2026, selling an estimated $77.5K and leaving 138,632 shares worth $7.66M. The position accounts for 0.04% of the portfolio, ranked #355.

Merit Financial Group first reported a position in HOLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.4M in Q3 2025. 50 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

Merit Financial Group held 138,632 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $7.66M as of Q3 2026.
Merit Financial Group sold 1,382 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $77.5K.
JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.04% of Merit Financial Group's portfolio in Q3 2026, its #355 holding.
Merit Financial Group first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 5 quarters since.
Merit Financial Group's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $19.4M in Q3 2025.
50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

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