Waterfront Wealth
LGDS icon

Waterfront Wealth’s JPMorgan Fundamental Data Science Large Growth ETF LGDS Stock Holding History

Waterfront Wealth’s Portfolio LGDS Stock Details LGDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$522K Buy
+10,635
New +$524K 0.08% 213

Other funds holding LGDS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Waterfront Wealth's LGDS Position: Q3 2026 in Review

Waterfront Wealth opened a new position in JPMorgan Fundamental Data Science Large Growth ETF (LGDS) in Q3 2026: 10,635 shares worth $522K. The stake represents 0.08% of the portfolio and ranks #213 among its holdings.

12 funds tracked by Wall St. Rank hold LGDS as of Q3 2026.

  • Waterfront Wealth held 10,635 shares of JPMorgan Fundamental Data Science Large Growth ETF worth $522K as of Q3 2026.
  • JPMorgan Fundamental Data Science Large Growth ETF was a new Waterfront Wealth position in Q3 2026.
  • JPMorgan Fundamental Data Science Large Growth ETF made up 0.08% of Waterfront Wealth's portfolio in Q3 2026, its #213 holding.
  • 12 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Growth ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.