Valmark Advisers’s JPMorgan International Hedged Equity Laddered Overlay ETF HOLA Stock Holding History

Valmark Advisers’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	$7.18M	Sell	129,820 -26,190	-17%	-$1.47M	0.07%	128
2026 Q2	$8.64M	Buy	156,010 +13,800	+10%	+$747K	0.09%	100
2026 Q1	$7.48M	Buy	142,210 +9,031	+7%	+$484K	0.09%	102
2025 Q4	$6.96M	Sell	133,179 -590	-0.4%	-$30.9K	0.09%	105
2025 Q3	$6.9M	Buy	+133,769	New	+$6.77M	0.09%	100

Other funds holding HOLA

Security National Bank Omaha, Nebraska $865M AUM 30.55% 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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Valmark Advisers's HOLA Position: Q3 2026 in Review

Valmark Advisers reduced its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 17% in Q3 2026, selling an estimated $1.47M and leaving 129,820 shares worth $7.18M. The position accounts for 0.07% of the portfolio, ranked #128.

Valmark Advisers first reported a position in HOLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.64M in Q2 2026. 23 funds tracked by Wall St. Rank hold HOLA as of Q3 2026.

Valmark Advisers held 129,820 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $7.18M as of Q3 2026.
Valmark Advisers sold 26,190 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q3 2026, an estimated $1.47M.
JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.07% of Valmark Advisers's portfolio in Q3 2026, its #128 holding.
Valmark Advisers first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 5 quarters since.
Valmark Advisers's JPMorgan International Hedged Equity Laddered Overlay ETF position peaked at $8.64M in Q2 2026.
23 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.