CA
BBHL

Clearstead Advisors’s BBH Select Large Cap ETF BBHL Stock Holding History

Clearstead Advisors’s Portfolio BBHL Stock Details BBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,507
Closed -$113K – 3750
2026
Q1 		$113K Hold
7,507
– – ﹤0.01% 1115
2025
Q4 		$121K Buy
+7,507
New +$120K ﹤0.01% 1069

Other funds holding BBHL

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Clearstead Advisors's BBHL Position: Q2 2026 in Review

Clearstead Advisors sold out of BBH Select Large Cap ETF (BBHL) in Q2 2026, closing a stake of 7,507 shares — an estimated $113K sold.

Clearstead Advisors first reported a position in BBHL in Q4 2025 and held it in 2 quarters. The position peaked at $121K in Q4 2025. 28 funds tracked by Wall St. Rank hold BBHL as of Q2 2026.

  • Clearstead Advisors reported no remaining BBH Select Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Clearstead Advisors sold 7,507 BBH Select Large Cap ETF shares in Q2 2026, an estimated $113K.
  • Clearstead Advisors first reported a position in BBH Select Large Cap ETF in Q4 2025 and held it in 2 quarters.
  • Clearstead Advisors's BBH Select Large Cap ETF position peaked at $121K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.