MFG
HOLA

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
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

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
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
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Merit Financial Group's HOLA Position: Q2 2026 in Review

Merit Financial Group reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 11% in Q2 2026, selling an estimated $892K and leaving 140,014 shares worth $7.75M. The position accounts for 0.05% of the portfolio, ranked #316.

Merit Financial Group first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.4M in Q3 2025. 7 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Merit Financial Group held 140,014 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $7.75M as of Q2 2026.
  • Merit Financial Group sold 16,475 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $892K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #316 holding.
  • Merit Financial Group first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Merit Financial Group's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $19.4M in Q3 2025.
  • 7 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.