UBS Group
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UBS Group’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

UBS Group’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 		$47.4K Buy
+858
New +$48.1K ﹤0.01% 7661
2026
Q1 		– Sell
-279
Closed -$14.6K – 11654
2025
Q4 		$14.6K Sell
279
-4,882
-95% -$256K ﹤0.01% 7992
2025
Q3 		$266K Buy
+5,161
New +$261K ﹤0.01% 6506

Other funds holding HOLA

Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
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
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group's HOLA Position: Q3 2026 in Review

UBS Group opened a new position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q3 2026: 858 shares worth $47.4K. The stake represents ﹤0.01% of the portfolio and ranks #7661 among its holdings. This is a return to the name: UBS Group previously reported a position in HOLA as recently as Q4 2025.

UBS Group first reported a position in HOLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $266K in Q3 2025. 50 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

  • UBS Group held 858 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $47.4K as of Q3 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF was a new UBS Group position in Q3 2026.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7661 holding.
  • UBS Group first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $266K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.