TWM
HOLA

TCFG Wealth Management’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

TCFG Wealth Management’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 		$278K Buy
+5,263
New +$282K 0.1% 204
2025
Q4 		– Sell
-4,623
Closed -$239K – 290
2025
Q3 		$239K Buy
+4,623
New +$234K 0.09% 224

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

TCFG Wealth Management's HOLA Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q1 2026: 5,263 shares worth $278K. The stake represents 0.1% of the portfolio and ranks #204 among its holdings. This is a return to the name: TCFG Wealth Management previously reported a position in HOLA as recently as Q3 2025.

TCFG Wealth Management first reported a position in HOLA in Q3 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • TCFG Wealth Management held 5,263 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $278K as of Q1 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF was a new TCFG Wealth Management position in Q1 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #204 holding.
  • TCFG Wealth Management first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.