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

Allworth 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	$91.8K	Hold	681	–	–	﹤0.01%	1997
2026 Q1	$79.8K	Hold	681	–	–	﹤0.01%	1992
2025 Q4	$84K	Hold	681	–	–	﹤0.01%	1860
2025 Q3	$82.1K	Sell	681 -141	-17%	-$16.4K	﹤0.01%	1785
2025 Q2	$92K	Buy	822 +142	+21%	+$14.7K	﹤0.01%	1593
2025 Q1	$67.2K	Hold	680	–	–	﹤0.01%	1414
2024 Q4	$74.6K	Sell	680 -2	-0.3%	-$213	﹤0.01%	1390
2024 Q3	$70.7K	Buy	682 +29	+4%	+$2.89K	﹤0.01%	1235
2024 Q2	$64.7K	Buy	653 +5	+0.8%	+$472	﹤0.01%	1260
2024 Q1	$61.2K	Buy	648 +277	+75%	+$24.9K	﹤0.01%	1225
2023 Q4	$31.9K	Buy	+371	New	+$29.8K	﹤0.01%	1389
2023 Q3	–	Sell	-46	Closed	-$3.69K	–	3443
2023 Q2	$3.69K	Sell	46 -39	-46%	-$2.94K	﹤0.01%	2234
2023 Q1	$6.27K	Hold	85	–	–	﹤0.01%	1948
2022 Q4	$5.83K	Buy	+85	New	+$5.87K	﹤0.01%	1844

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

Allworth Financial's BBUS Position: Q2 2026 in Review

Allworth Financial held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 681 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Allworth Financial first reported a position in BBUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $92K in Q2 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Allworth Financial held 681 shares of JPMorgan BetaBuilders US Equity ETF worth $91.8K as of Q2 2026.
Allworth Financial left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1997 holding.
Allworth Financial first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Allworth Financial's JPMorgan BetaBuilders US Equity ETF position peaked at $92K in Q2 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.