Osaic Holdings
HOLA

Osaic Holdings’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Osaic Holdings’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 		$4.79M Sell
86,555
-6,668
-7% -$361K 0.01% 1563
2026
Q1 		$4.9M Buy
93,223
+15,541
+20% +$834K 0.01% 1380
2025
Q4 		$4.06M Buy
77,682
+54,274
+232% +$2.84M 0.01% 1524
2025
Q3 		$1.2M Buy
+23,408
New +$1.18M ﹤0.01% 2630

Other funds holding HOLA

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Osaic Holdings's HOLA Position: Q2 2026 in Review

Osaic Holdings reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 7.2% in Q2 2026, selling an estimated $361K and leaving 86,555 shares worth $4.79M. The position accounts for 0.01% of the portfolio, ranked #1563.

Osaic Holdings first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.9M in Q1 2026. 51 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Osaic Holdings held 86,555 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $4.79M as of Q2 2026.
  • Osaic Holdings sold 6,668 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $361K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1563 holding.
  • Osaic Holdings first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • Osaic Holdings's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $4.9M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.