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

Kingsview Wealth Management’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
2023
Q3 		– Sell
-17,539
Closed -$963K – 932
2023
Q2 		$963K Buy
+17,539
New +$962K 0.04% 420

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AssetMark Inc
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Kingsview Wealth Management's BBIN Position: Q3 2023 in Review

Kingsview Wealth Management sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2023, closing a stake of 17,539 shares — an estimated $963K sold.

Kingsview Wealth Management first reported a position in BBIN in Q2 2023 and held it in 1 quarter. The position peaked at $963K in Q2 2023. 70 funds tracked by Wall St. Rank hold BBIN as of Q3 2023.

  • Kingsview Wealth Management reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,539 JPMorgan BetaBuilders International Equity ETF shares in Q3 2023, an estimated $963K.
  • Kingsview Wealth Management first reported a position in JPMorgan BetaBuilders International Equity ETF in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's JPMorgan BetaBuilders International Equity ETF position peaked at $963K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.