Founders Financial Alliance’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Founders Financial Alliance’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	$75.6K	Buy	1,323 +1	+0.1%	+$55	0.01%	525
2026 Q1	$66.8K	Buy	+1,322	New	+$68.3K	0.01%	490
2025 Q4	–	Sell	-1,316	Closed	-$68K	–	740
2025 Q3	$68K	Buy	+1,316	New	+$66.8K	0.01%	470

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 40.89% 1-Year Est. Return

Founders Financial Alliance's LVDS Position: Q2 2026 in Review

Founders Financial Alliance increased its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 0.08% in Q2 2026, buying an estimated $55 and bringing the position to 1,323 shares worth $75.6K. The position accounts for 0.01% of the portfolio, ranked #525.

Founders Financial Alliance first reported a position in LVDS in Q3 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

Founders Financial Alliance held 1,323 shares of JPMorgan Fundamental Data Science Large Value ETF worth $75.6K as of Q2 2026.
Founders Financial Alliance bought 1 JPMorgan Fundamental Data Science Large Value ETF share in Q2 2026, an estimated $55.
JPMorgan Fundamental Data Science Large Value ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #525 holding.
Founders Financial Alliance first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 3 quarters since.
30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.