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

Twin Peaks 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	$6.58K	Sell	90 -15,608	-99%	-$1.18M	﹤0.01%	1274
2025 Q4	$1.24M	Sell	15,698 -220	-1%	-$15.7K	0.36%	61
2025 Q3	$1.12M	Sell	15,918 -208	-1%	-$14.3K	0.38%	57
2025 Q2	$1.11M	Buy	16,126 +380	+2%	+$24.4K	0.36%	57
2025 Q1	$953K	Buy	15,746 +4,478	+40%	+$272K	0.43%	56
2024 Q4	$643K	Buy	11,268 +5,759	+105%	+$343K	0.27%	67
2024 Q3	$347K	Buy	5,509 +569	+12%	+$34.6K	0.16%	94
2024 Q2	$292K	Sell	4,940 -365	-7%	-$21.8K	0.15%	99
2024 Q1	$319K	Sell	5,305 -37	-0.7%	-$2.14K	0.18%	98
2023 Q4	$304K	Buy	+5,342	New	+$285K	0.19%	96

Other funds holding BBIN

JP Morgan Chase

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

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

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

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

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

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