VA
HOLA

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
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

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
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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Valmark Advisers's HOLA Position: Q2 2026 in Review

Valmark Advisers increased its JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) stake by 9.7% in Q2 2026, buying an estimated $747K and bringing the position to 156,010 shares worth $8.64M. The position accounts for 0.09% of the portfolio, ranked #100.

Valmark Advisers first reported a position in HOLA in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold HOLA as of Q2 2026.

  • Valmark Advisers held 156,010 shares of JPMorgan International Hedged Equity Laddered Overlay ETF worth $8.64M as of Q2 2026.
  • Valmark Advisers bought 13,800 JPMorgan International Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $747K.
  • JPMorgan International Hedged Equity Laddered Overlay ETF made up 0.09% of Valmark Advisers's portfolio in Q2 2026, its #100 holding.
  • Valmark Advisers first reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held JPMorgan International Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.