SIAP
HOLA

Sterling Investment Advisors (Pennsylvania)’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$5.97M Buy
107,733
+3,195
+3% +$173K 1% 28
2026
Q1 		$5.5M Buy
104,538
+5,861
+6% +$314K 1% 30
2025
Q4 		$5.15M Buy
98,677
+16,649
+20% +$872K 0.95% 28
2025
Q3 		$4.23M Buy
+82,028
New +$4.15M 0.82% 40

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
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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HOLA Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 3.1% in Q2 2026, buying an estimated $173K and bringing the position to 107,733 shares worth $5.97M. The position accounts for 1% of the portfolio, ranked #28.

Sterling Investment Advisors (Pennsylvania) first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 107,733 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $5.97M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 3,195 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $173K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 1% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #28 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.