Abound Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Abound Wealth Management’s Portfolio BBUS Stock Details BBUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24	Closed	-$1.85K	–	1357
2023 Q3	$1.85K	Buy	+24	New	+$1.92K	﹤0.01%	629

Other funds holding BBUS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Abound Wealth Management's BBUS Position: Q4 2023 in Review

Abound Wealth Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2023, closing a stake of 24 shares — an estimated $1.85K sold.

Abound Wealth Management first reported a position in BBUS in Q3 2023 and held it in 1 quarter. The position peaked at $1.85K in Q3 2023. 99 funds tracked by Wall St. Rank hold BBUS as of Q4 2023.

Abound Wealth Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2023 after selling out during the quarter.
Abound Wealth Management sold 24 JPMorgan BetaBuilders US Equity ETF shares in Q4 2023, an estimated $1.85K.
Abound Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and held it in 1 quarter.
Abound Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $1.85K in Q3 2023.
99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.