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

HighTower 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	$5.4M	Sell	94,420 -2,217	-2%	-$122K	0.01%	1210
2026 Q1	$4.88M	Sell	96,637 -204	-0.2%	-$10.5K	0.01%	1209
2025 Q4	$4.81M	Sell	96,841 -63,162	-39%	-$3.25M	0.01%	1185
2025 Q3	$8.26M	Buy	+160,003	New	+$8.12M	0.01%	927

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors's LVDS Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 2.3% in Q2 2026, selling an estimated $122K and leaving 94,420 shares worth $5.4M. The position accounts for 0.01% of the portfolio, ranked #1210.

HighTower Advisors first reported a position in LVDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.26M in Q3 2025. 30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

HighTower Advisors held 94,420 shares of JPMorgan Fundamental Data Science Large Value ETF worth $5.4M as of Q2 2026.
HighTower Advisors sold 2,217 JPMorgan Fundamental Data Science Large Value ETF shares in Q2 2026, an estimated $122K.
JPMorgan Fundamental Data Science Large Value ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1210 holding.
HighTower Advisors first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 4 quarters since.
HighTower Advisors's JPMorgan Fundamental Data Science Large Value ETF position peaked at $8.26M in Q3 2025.
30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.