Apollon Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Apollon Wealth Management’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 Q2	–	Sell	-12,634	Closed	-$1.19M	–	1105
2024 Q1	$1.19M	Buy	12,634 +413	+3%	+$37.1K	0.04%	416
2023 Q4	$1.05M	Sell	12,221 -343	-3%	-$27.6K	0.04%	433
2023 Q3	$968K	Buy	12,564 +108	+0.9%	+$8.65K	0.05%	368
2023 Q2	$993K	Buy	+12,456	New	+$939K	0.05%	383

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

VAS

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Apollon Wealth Management's BBUS Position: Q2 2024 in Review

Apollon Wealth Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2024, closing a stake of 12,634 shares — an estimated $1.19M sold.

Apollon Wealth Management first reported a position in BBUS in Q2 2023 and held it in 4 quarters. The position peaked at $1.19M in Q1 2024. 123 funds tracked by Wall St. Rank hold BBUS as of Q2 2024.

Apollon Wealth Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2024 after selling out during the quarter.
Apollon Wealth Management sold 12,634 JPMorgan BetaBuilders US Equity ETF shares in Q2 2024, an estimated $1.19M.
Apollon Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and held it in 4 quarters.
Apollon Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $1.19M in Q1 2024.
123 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2024.

Based on Apollon Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.