Cetera Investment Advisers’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Cetera Investment Advisers’s Portfolio LVDS Stock Details LVDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Sell	32,837 -5,427	-14%	-$298K	﹤0.01%	2435
2026 Q1	$1.93M	Sell	38,264 -4,929	-11%	-$255K	﹤0.01%	2303
2025 Q4	$2.15M	Sell	43,193 -8,833	-17%	-$455K	﹤0.01%	2145
2025 Q3	$2.69M	Buy	+52,026	New	+$2.64M	﹤0.01%	1912

Other funds holding LVDS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers's LVDS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 14% in Q2 2026, selling an estimated $298K and leaving 32,837 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Cetera Investment Advisers first reported a position in LVDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.69M in Q3 2025. 30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

Cetera Investment Advisers held 32,837 shares of JPMorgan Fundamental Data Science Large Value ETF worth $1.88M as of Q2 2026.
Cetera Investment Advisers sold 5,427 JPMorgan Fundamental Data Science Large Value ETF shares in Q2 2026, an estimated $298K.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2435 holding.
Cetera Investment Advisers first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 4 quarters since.
Cetera Investment Advisers's JPMorgan Fundamental Data Science Large Value ETF position peaked at $2.69M in Q3 2025.
30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.