Osaic Holdings
HOLA icon

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
Q3 		$3.63M Sell
65,425
-21,130
-24% -$1.18M ﹤0.01% 1787
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

Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
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
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings's HOLA Position: Q3 2026 in Review

Osaic Holdings reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 24% in Q3 2026, selling an estimated $1.18M and leaving 65,425 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Osaic Holdings first reported a position in HOLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.9M in Q1 2026. 50 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

  • Osaic Holdings held 65,425 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $3.63M as of Q3 2026.
  • Osaic Holdings sold 21,130 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $1.18M.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #1787 holding.
  • Osaic Holdings first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 5 quarters since.
  • Osaic Holdings's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $4.9M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.