Clearstead Advisors’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Clearstead Advisors’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	$1.6K	Buy	+28	New	+$1.54K	﹤0.01%	2553

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 40.91% 1-Year Est. Return

Clearstead Advisors's LVDS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q2 2026: 28 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #2553 among its holdings.

30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

Clearstead Advisors held 28 shares of JPMorgan Fundamental Data Science Large Value ETF worth $1.6K as of Q2 2026.
JPMorgan Fundamental Data Science Large Value ETF was a new Clearstead Advisors position in Q2 2026.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2553 holding.
30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

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