Stifel Financial
HOLA icon

Stifel Financial’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Stifel Financial’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 		$415K Buy
7,489
+1,131
+18% +$61.2K ﹤0.01% 3093
2026
Q1 		$334K Buy
6,358
+614
+11% +$32.9K ﹤0.01% 3107
2025
Q4 		$300K Buy
5,744
+607
+12% +$31.8K ﹤0.01% 3156
2025
Q3 		$265K Buy
+5,137
New +$260K ﹤0.01% 3189

Other funds holding HOLA

Cary Street Partners
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
Security National Bank
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Founders Financial Securities
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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

Stifel Financial's HOLA Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 18% in Q2 2026, buying an estimated $61.2K and bringing the position to 7,489 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Stifel Financial first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Stifel Financial held 7,489 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $415K as of Q2 2026.
  • Stifel Financial bought 1,131 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $61.2K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3093 holding.
  • Stifel Financial first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.