MN Wealth Advisors’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

MN Wealth 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 Q1	$5.01M	Sell	68,472 -7,824	-10%	-$592K	2.44%	10
2025 Q4	$5.52M	Buy	76,296 +1,448	+2%	+$104K	2.79%	10
2025 Q3	$5.25M	Buy	74,848 +958	+1%	+$65.7K	2.8%	9
2025 Q2	$4.99M	Sell	73,890 -10,473	-12%	-$674K	2.9%	8
2025 Q1	$5.19M	Sell	84,363 -24,212	-22%	-$1.47M	3.05%	8
2024 Q4	$6.2M	Sell	108,575 -3,533	-3%	-$211K	3.49%	6
2024 Q3	$7.06M	Sell	112,108 -44,221	-28%	-$2.69M	4.02%	5
2024 Q2	$9.24M	Buy	156,329 +2,325	+2%	+$139K	5.36%	3
2024 Q1	$9.26M	Sell	154,004 -78,125	-34%	-$4.52M	5.73%	3
2023 Q4	$13.2M	Buy	+232,129	New	+$12.4M	9.11%	2

Other funds holding BBIN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

MN Wealth Advisors's BBIN Position: Q1 2026 in Review

MN Wealth Advisors reduced its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 10% in Q1 2026, selling an estimated $592K and leaving 68,472 shares worth $5.01M. The position accounts for 2.44% of the portfolio, ranked #10.

MN Wealth Advisors first reported a position in BBIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.2M in Q4 2023. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

MN Wealth Advisors held 68,472 shares of JPMorgan BetaBuilders International Equity ETF worth $5.01M as of Q1 2026.
MN Wealth Advisors sold 7,824 JPMorgan BetaBuilders International Equity ETF shares in Q1 2026, an estimated $592K.
JPMorgan BetaBuilders International Equity ETF made up 2.44% of MN Wealth Advisors's portfolio in Q1 2026, its #10 holding.
MN Wealth Advisors first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2023 and has held it in 10 quarters since.
MN Wealth Advisors's JPMorgan BetaBuilders International Equity ETF position peaked at $13.2M in Q4 2023.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on MN Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.