LGT Financial Advisors’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

LGT Financial Advisors’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
2026 Q2	$10.9K	Hold	139	–	–	0.06%	122
2026 Q1	$10.2K	Sell	139 -3	-2%	-$227	0.05%	136
2025 Q4	$10.3K	Sell	142 -192	-57%	-$13.7K	0.06%	132
2025 Q3	$23.4K	Sell	334 -362	-52%	-$24.8K	0.05%	172
2025 Q2	$47K	Buy	696 +29	+4%	+$1.86K	0.12%	102
2025 Q1	$41K	Sell	667 -38	-5%	-$2.31K	0.13%	115
2024 Q4	$40.2K	Buy	705 +12	+2%	+$716	0.09%	180
2024 Q3	$43.6K	Buy	693 +77	+13%	+$4.68K	0.11%	143
2024 Q2	$36.4K	Buy	616 +7	+1%	+$419	0.08%	196
2024 Q1	$36.6K	Sell	609 -112	-16%	-$6.48K	0.04%	262
2023 Q4	$41K	Sell	721 -865	-55%	-$46.2K	0.05%	236
2023 Q3	$82.6K	Sell	1,586 -737	-32%	-$40K	0.11%	175
2023 Q2	$127K	Buy	2,323 +1,669	+255%	+$91.6K	0.14%	128
2023 Q1	$35.2K	Buy	+654	New	+$34.6K	0.07%	90

Other funds holding BBIN

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

KFG

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

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

LGT Financial Advisors's BBIN Position: Q2 2026 in Review

LGT Financial Advisors held its JPMorgan BetaBuilders International Equity ETF (BBIN) position steady in Q2 2026 at 139 shares worth $10.9K. The position accounts for 0.06% of the portfolio, ranked #122.

LGT Financial Advisors first reported a position in BBIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $127K in Q2 2023. 49 funds tracked by Wall St. Rank hold BBIN as of Q2 2026.

LGT Financial Advisors held 139 shares of JPMorgan BetaBuilders International Equity ETF worth $10.9K as of Q2 2026.
LGT Financial Advisors left its JPMorgan BetaBuilders International Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders International Equity ETF made up 0.06% of LGT Financial Advisors's portfolio in Q2 2026, its #122 holding.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders International Equity ETF in Q1 2023 and has held it in 14 quarters since.
LGT Financial Advisors's JPMorgan BetaBuilders International Equity ETF position peaked at $127K in Q2 2023.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.