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Alera Investment Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$368K Buy
3,553
+18
+0.5% +$1.8K 0.04% 178
2024
Q2 		$347K Buy
+3,535
New +$334K 0.04% 175

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alera Investment Advisors's BBUS Position: Q3 2024 in Review

Alera Investment Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.51% in Q3 2024, buying an estimated $1.8K and bringing the position to 3,553 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #178.

Alera Investment Advisors first reported a position in BBUS in Q2 2024 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold BBUS as of Q3 2024.

  • Alera Investment Advisors held 3,553 shares of JPMorgan BetaBuilders US Equity ETF worth $368K as of Q3 2024.
  • Alera Investment Advisors bought 18 JPMorgan BetaBuilders US Equity ETF shares in Q3 2024, an estimated $1.8K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #178 holding.
  • Alera Investment Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.