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

Tradition 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 Q3	$632K	Hold	11,429	–	–	0.04%	269
2026 Q2	$633K	Sell	11,429 -568	-5%	-$30.8K	0.04%	268
2026 Q1	$631K	Hold	11,997	–	–	0.04%	254
2025 Q4	$627K	Buy	11,997 +352	+3%	+$18.4K	0.05%	251
2025 Q3	$601K	Buy	+11,645	New	+$589K	0.04%	252

Other funds holding HOLA

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Tradition Wealth Management's HOLA Position: Q3 2026 in Review

Tradition Wealth Management held its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) position steady in Q3 2026 at 11,429 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #269.

Tradition Wealth Management first reported a position in HOLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $633K in Q2 2026. 50 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

Tradition Wealth Management held 11,429 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $632K as of Q3 2026.
Tradition Wealth Management left its JPMorgan International Hedged Equity Laddered Overlay ETF share count unchanged in Q3 2026.
JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.04% of Tradition Wealth Management's portfolio in Q3 2026, its #269 holding.
Tradition Wealth Management first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 5 quarters since.
Tradition Wealth Management's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $633K in Q2 2026.
50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.