SWA
HOLA

Strategic Wealth Advisors’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Strategic Wealth Advisors’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 		$263K Hold
5,052
– – 0.22% 43
2026
Q1 		$265K Hold
5,052
– – 0.21% 44
2025
Q4 		$263K Buy
+5,052
New +$265K 0.22% 43

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

Strategic Wealth Advisors's HOLA Position: Q2 2026 in Review

Strategic Wealth Advisors held its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) position steady in Q2 2026 at 5,052 shares worth $263K. The position accounts for 0.22% of the portfolio, ranked #43.

Strategic Wealth Advisors first reported a position in HOLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q1 2026. 52 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Strategic Wealth Advisors held 5,052 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $263K as of Q2 2026.
  • Strategic Wealth Advisors left its JPMorgan International Hedged Equity Laddered Overlay ETF share count unchanged in Q2 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.22% of Strategic Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Strategic Wealth Advisors first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $265K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.