Beta Wealth Group’s LSV Disciplined Value ETF LSVD Stock Holding History

Beta Wealth Group’s Portfolio LSVD Stock Details LSVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.33M	Sell	241,038 -20,485	-8%	-$680K	3.12%	9
2026 Q1	$7.66M	Buy	261,523 +90,029	+52%	+$2.72M	3.17%	9
2025 Q4	$5.1M	Sell	171,494 -8,694	-5%	-$252K	2.05%	17
2025 Q3	$5.07M	Buy	180,188 +3,746	+2%	+$100K	2%	18
2025 Q2	$4.53M	Buy	+176,442	New	+$4.17M	1.66%	22

Other funds holding LSVD

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Beta Wealth Group's LSVD Position: Q2 2026 in Review

Beta Wealth Group reduced its LSV Disciplined Value ETF (LSVD) stake by 7.8% in Q2 2026, selling an estimated $680K and leaving 241,038 shares worth $8.33M. The position accounts for 3.12% of the portfolio, ranked #9.

Beta Wealth Group first reported a position in LSVD in Q2 2025 and has held it in 5 quarters since. 2 funds tracked by Wall St. Rank hold LSVD as of Q2 2026.

Beta Wealth Group held 241,038 shares of LSV Disciplined Value ETF worth $8.33M as of Q2 2026.
Beta Wealth Group sold 20,485 LSV Disciplined Value ETF shares in Q2 2026, an estimated $680K.
LSV Disciplined Value ETF made up 3.12% of Beta Wealth Group's portfolio in Q2 2026, its #9 holding.
Beta Wealth Group first reported a position in LSV Disciplined Value ETF in Q2 2025 and has held it in 5 quarters since.
2 funds tracked by Wall St. Rank held LSV Disciplined Value ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.