UBS Group
HOLA

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
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

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 $1.95B AUM 22.17% 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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

UBS Group's HOLA Position: Q1 2026 in Review

UBS Group sold out of JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) in Q1 2026, closing a stake of 279 shares — an estimated $14.6K sold.

UBS Group first reported a position in HOLA in Q3 2025 and held it in 2 quarters. The position peaked at $266K in Q3 2025. 50 funds tracked by Wall St. Rank hold HOLA as of Q1 2026.

  • UBS Group reported no remaining JPMorgan International Hedged Equity Laddered Overlay ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 279 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q1 2026, an estimated $14.6K.
  • UBS Group first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and held it in 2 quarters.
  • 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 Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.