Wealth Enhancement Advisory Services
BBIN icon

Wealth Enhancement Advisory Services’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Wealth Enhancement Advisory Services’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 		$298K Sell
3,798
-317
-8% -$24.6K ﹤0.01% 3210
2026
Q1 		$304K Sell
4,115
-1,117
-21% -$84.5K ﹤0.01% 2765
2025
Q4 		$388K Sell
5,232
-7,838
-60% -$561K ﹤0.01% 2689
2025
Q3 		$928K Buy
13,070
+119
+0.9% +$8.16K ﹤0.01% 1917
2025
Q2 		$876K Sell
12,951
-431
-3% -$27.7K ﹤0.01% 1834
2025
Q1 		$823K Sell
13,382
-3,092
-19% -$188K ﹤0.01% 1706
2024
Q4 		$941K Buy
+16,474
New +$982K ﹤0.01% 1584

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KFG
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SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return