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

Ancora 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
2026 Q2	–	Sell	-1,609	Closed	-$189K	–	2027
2026 Q1	$189K	Hold	1,609	–	–	﹤0.01%	730
2025 Q4	$198K	Hold	1,609	–	–	﹤0.01%	740
2025 Q3	$194K	Hold	1,609	–	–	﹤0.01%	723
2025 Q2	$180K	Hold	1,609	–	–	﹤0.01%	746
2025 Q1	$162K	Hold	1,609	–	–	﹤0.01%	765
2024 Q4	$170K	Buy	+1,609	New	+$171K	﹤0.01%	757
2024 Q3	–	Sell	-1,609	Closed	-$158K	–	1794
2024 Q2	$158K	Sell	1,609 -1,747	-52%	-$165K	﹤0.01%	718
2024 Q1	$317K	Buy	+3,356	New	+$302K	0.01%	583

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 22.9% 1-Year Est. Return

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

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

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Ancora Advisors's BBUS Position: Q2 2026 in Review

Ancora Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 1,609 shares — an estimated $189K sold.

Ancora Advisors first reported a position in BBUS in Q1 2024 and held it in 8 quarters. The position peaked at $317K in Q1 2024. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Ancora Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 1,609 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $189K.
Ancora Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 8 quarters.
Ancora Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $317K in Q1 2024.
231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.