OWA
HOLA

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
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

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Oak Wealth Advisors's HOLA Position: Q2 2026 in Review

Oak Wealth Advisors increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 76% in Q2 2026, buying an estimated $177K and bringing the position to 7,577 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #52.

Oak Wealth Advisors first reported a position in HOLA in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Oak Wealth Advisors held 7,577 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $420K as of Q2 2026.
  • Oak Wealth Advisors bought 3,278 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $177K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.2% of Oak Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Oak Wealth Advisors first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.