SageView Advisory Group’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-216	Closed	-$10.7K	–	2599
2025 Q4	$10.7K	Buy	+216	New	+$11.1K	﹤0.01%	1691

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

SageView Advisory Group's LVDS Position: Q1 2026 in Review

SageView Advisory Group sold out of JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q1 2026, closing a stake of 216 shares — an estimated $10.7K sold.

SageView Advisory Group first reported a position in LVDS in Q4 2025 and held it in 1 quarter. The position peaked at $10.7K in Q4 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

SageView Advisory Group reported no remaining JPMorgan Fundamental Data Science Large Value ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 216 JPMorgan Fundamental Data Science Large Value ETF shares in Q1 2026, an estimated $10.7K.
SageView Advisory Group first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's JPMorgan Fundamental Data Science Large Value ETF position peaked at $10.7K in Q4 2025.
22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.