Oak Wealth Advisors’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Oak 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
2026 Q3	$599K	Buy	10,831 +3,254	+43%	+$182K	0.27%	44
2026 Q2	$420K	Buy	7,577 +3,278	+76%	+$177K	0.2%	52
2026 Q1	$226K	Buy	+4,299	New	+$231K	0.12%	55

Other funds holding HOLA

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

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

Oak Wealth Advisors's HOLA Position: Q3 2026 in Review

Oak Wealth Advisors increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 43% in Q3 2026, buying an estimated $182K and bringing the position to 10,831 shares worth $599K. The position accounts for 0.27% of the portfolio, ranked #44.

Oak Wealth Advisors first reported a position in HOLA in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

Oak Wealth Advisors held 10,831 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $599K as of Q3 2026.
Oak Wealth Advisors bought 3,254 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $182K.
JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.27% of Oak Wealth Advisors's portfolio in Q3 2026, its #44 holding.
Oak Wealth Advisors first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.