RPGK
HOLA

Retirement Planning Group (Kansas)’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.25M Sell
22,531
-25,604
-53% -$1.39M 0.03% 207
2026
Q1 		$2.53M Buy
+48,135
New +$2.58M 0.08% 111

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

Retirement Planning Group (Kansas)'s HOLA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 53% in Q2 2026, selling an estimated $1.39M and leaving 22,531 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #207.

Retirement Planning Group (Kansas) first reported a position in HOLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.53M in Q1 2026. 52 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 22,531 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $1.25M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 25,604 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $1.39M.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #207 holding.
  • Retirement Planning Group (Kansas) first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • Retirement Planning Group (Kansas)'s JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $2.53M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.