TWM
HOLA

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
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

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

Tradition Wealth Management's HOLA Position: Q2 2026 in Review

Tradition Wealth Management reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 4.7% in Q2 2026, selling an estimated $30.8K and leaving 11,429 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #268.

Tradition Wealth Management 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.

  • Tradition Wealth Management held 11,429 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $633K as of Q2 2026.
  • Tradition Wealth Management sold 568 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $30.8K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Tradition Wealth Management 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 Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.