Advisornet Financial’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Advisornet Financial’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
2026 Q2	$3.95M	Buy	29,319 +4,234	+17%	+$553K	0.18%	110
2026 Q1	$2.94M	Buy	25,085 +1,322	+6%	+$162K	0.15%	126
2025 Q4	$2.93M	Buy	23,763 +288	+1%	+$35.2K	0.16%	125
2025 Q3	$2.83M	Buy	23,475 +1,624	+7%	+$189K	0.16%	120
2025 Q2	$2.45M	Buy	21,851 +2,870	+15%	+$297K	0.16%	128
2025 Q1	$1.91M	Buy	18,981 +90	+0.5%	+$9.57K	0.14%	162
2024 Q4	$2M	Buy	+18,891	New	+$2.01M	0.17%	134

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

CWM

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

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Advisornet Financial's BBUS Position: Q2 2026 in Review

Advisornet Financial increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 17% in Q2 2026, buying an estimated $553K and bringing the position to 29,319 shares worth $3.95M. The position accounts for 0.18% of the portfolio, ranked #110.

Advisornet Financial first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Advisornet Financial held 29,319 shares of JPMorgan BetaBuilders US Equity ETF worth $3.95M as of Q2 2026.
Advisornet Financial bought 4,234 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $553K.
JPMorgan BetaBuilders US Equity ETF made up 0.18% of Advisornet Financial's portfolio in Q2 2026, its #110 holding.
Advisornet Financial first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.