HBW Advisory Services’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

HBW Advisory Services’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 Q1	–	Sell	-11,851	Closed	-$677K	–	390
2024 Q4	$677K	Sell	11,851 -591	-5%	-$35.2K	0.07%	172
2024 Q3	$784K	Sell	12,442 -1,300	-9%	-$79K	0.11%	158
2024 Q2	$812K	Sell	13,742 -33,441	-71%	-$2M	0.13%	147
2024 Q1	$2.46M	Hold	47,183	–	–	0.46%	64
2023 Q4	$2.46M	Buy	47,183 +33,824	+253%	+$1.81M	0.46%	64
2023 Q3	$696K	Buy	13,359 +2,294	+21%	+$125K	0.15%	148
2023 Q2	$607K	Buy	+11,065	New	+$607K	0.13%	161

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

HBW Advisory Services's BBIN Position: Q1 2025 in Review

HBW Advisory Services sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q1 2025, closing a stake of 11,851 shares — an estimated $677K sold.

HBW Advisory Services first reported a position in BBIN in Q2 2023 and held it in 7 quarters. The position peaked at $2.46M in Q1 2024. 105 funds tracked by Wall St. Rank hold BBIN as of Q1 2025.

HBW Advisory Services reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q1 2025 after selling out during the quarter.
HBW Advisory Services sold 11,851 JPMorgan BetaBuilders International Equity ETF shares in Q1 2025, an estimated $677K.
HBW Advisory Services first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2023 and held it in 7 quarters.
HBW Advisory Services's JPMorgan BetaBuilders International Equity ETF position peaked at $2.46M in Q1 2024.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.