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
Q1 		$2.53M Buy
+48,135
New +$2.58M 0.08% 111

Other funds holding HOLA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Retirement Planning Group (Kansas)'s HOLA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) opened a new position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q1 2026: 48,135 shares worth $2.53M. The stake represents 0.08% of the portfolio and ranks #111 among its holdings.

50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 48,135 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $2.53M as of Q1 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF was a new Retirement Planning Group (Kansas) position in Q1 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.08% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #111 holding.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.