Clearstead Advisors’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Clearstead Advisors’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.41M	Hold	95,010	–	–	0.07%	198
2026 Q2	$7.42M	Sell	95,010 -91,356	-49%	-$7.08M	0.07%	197
2026 Q1	$13.6M	Buy	+186,366	New	+$14.1M	0.12%	140

Other funds holding BBIN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $105M AUM 11.31% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Alpha Advisors Richmond, Virginia $137M AUM 14.61% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

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

NWA

Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return

Clearstead Advisors's BBIN Position: Q3 2026 in Review

Clearstead Advisors held its JPMorgan BetaBuilders International Equity ETF (BBIN) position steady in Q3 2026 at 95,010 shares worth $7.41M. The position accounts for 0.07% of the portfolio, ranked #198.

Clearstead Advisors first reported a position in BBIN in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.6M in Q1 2026. 59 funds tracked by Wall St. Rank hold BBIN as of Q3 2026.

Clearstead Advisors held 95,010 shares of JPMorgan BetaBuilders International Equity ETF worth $7.41M as of Q3 2026.
Clearstead Advisors left its JPMorgan BetaBuilders International Equity ETF share count unchanged in Q3 2026.
JPMorgan BetaBuilders International Equity ETF made up 0.07% of Clearstead Advisors's portfolio in Q3 2026, its #198 holding.
Clearstead Advisors first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2026 and has held it in 3 quarters since.
Clearstead Advisors's JPMorgan BetaBuilders International Equity ETF position peaked at $13.6M in Q1 2026.
59 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.