Advisory Services Network’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Advisory Services Network’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 Q1	$1.42M	Buy	12,122 +857	+8%	+$105K	0.02%	777
2025 Q4	$1.39M	Buy	11,265 +466	+4%	+$57K	0.02%	753
2025 Q3	$1.3M	Sell	10,799 -4,178	-28%	-$485K	0.02%	759
2025 Q2	$1.72M	Buy	14,977 +722	+5%	+$74.7K	0.03%	614
2025 Q1	$1.44M	Buy	14,255 +1,188	+9%	+$126K	0.03%	620
2024 Q4	$1.38M	Buy	13,067 +8,250	+171%	+$879K	0.03%	615
2024 Q3	$473K	Hold	4,817	–	–	0.01%	1014
2024 Q2	$473K	Buy	4,817 +369	+8%	+$34.9K	0.01%	1014
2024 Q1	$420K	Buy	4,448 +1,502	+51%	+$135K	0.01%	1023
2023 Q4	$253K	Buy	+2,946	New	+$237K	0.01%	1160
2023 Q1	–	Sell	-71	Closed	-$4.87K	–	4006
2022 Q4	$4.87K	Buy	+71	New	+$4.9K	﹤0.01%	3140

Other funds holding BBUS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Envestnet Asset Management

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

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