TIA
HOLA

TCFG Investment Advisors’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

TCFG Investment 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 		$293K Hold
5,263
– – 0.1% 214
2026
Q1 		$278K Buy
+5,263
New +$282K 0.1% 204

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

TCFG Investment Advisors's HOLA Position: Q2 2026 in Review

TCFG Investment Advisors held its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) position steady in Q2 2026 at 5,263 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #214.

TCFG Investment Advisors first reported a position in HOLA in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • TCFG Investment Advisors held 5,263 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $293K as of Q2 2026.
  • TCFG Investment 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 0.1% of TCFG Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • TCFG Investment Advisors first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.