CreativeOne Wealth’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

CreativeOne Wealth’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
2025 Q3	–	Sell	-33,502	Closed	-$2.26M	–	1151
2025 Q2	$2.26M	Sell	33,502 -1,386	-4%	-$89.2K	0.06%	310
2025 Q1	$2.15M	Sell	34,888 -3,673	-10%	-$223K	0.06%	283
2024 Q4	$2.2M	Sell	38,561 -249	-0.6%	-$14.8K	0.07%	270
2024 Q3	$2.45M	Sell	38,810 -7,730	-17%	-$470K	0.08%	230
2024 Q2	$2.75M	Sell	46,540 -1,930	-4%	-$115K	0.14%	141
2024 Q1	$2.91M	Sell	48,470 -19,159	-28%	-$1.11M	0.12%	162
2023 Q4	$3.85M	Sell	67,629 -17,387	-20%	-$929K	0.25%	83
2023 Q3	$4.43M	Sell	85,016 -22,094	-21%	-$1.2M	0.32%	72
2023 Q2	$5.88M	Buy	+107,110	New	+$5.88M	0.27%	71

Other funds holding BBIN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

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

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

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

CreativeOne Wealth's BBIN Position: Q3 2025 in Review

CreativeOne Wealth sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2025, closing a stake of 33,502 shares — an estimated $2.26M sold.

CreativeOne Wealth first reported a position in BBIN in Q2 2023 and held it in 9 quarters. The position peaked at $5.88M in Q2 2023. 115 funds tracked by Wall St. Rank hold BBIN as of Q3 2025.

CreativeOne Wealth reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2025 after selling out during the quarter.
CreativeOne Wealth sold 33,502 JPMorgan BetaBuilders International Equity ETF shares in Q3 2025, an estimated $2.26M.
CreativeOne Wealth first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2023 and held it in 9 quarters.
CreativeOne Wealth's JPMorgan BetaBuilders International Equity ETF position peaked at $5.88M in Q2 2023.
115 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.