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 Q2	$1.63M	Buy	12,129 +7	+0.1%	+$915	0.02%	782
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 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

Advisory Services Network's BBUS Position: Q2 2026 in Review

Advisory Services Network increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.06% in Q2 2026, buying an estimated $915 and bringing the position to 12,129 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #782.

Advisory Services Network first reported a position in BBUS in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.72M in Q2 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Advisory Services Network held 12,129 shares of JPMorgan BetaBuilders US Equity ETF worth $1.63M as of Q2 2026.
Advisory Services Network bought 7 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $915.
JPMorgan BetaBuilders US Equity ETF made up 0.02% of Advisory Services Network's portfolio in Q2 2026, its #782 holding.
Advisory Services Network first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and has held it in 12 quarters since.
Advisory Services Network's JPMorgan BetaBuilders US Equity ETF position peaked at $1.72M in Q2 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.