AIM
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Archer Investment Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Archer Investment 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
2026
Q3 		$3.94M Sell
28,663
-1,102
-4% -$151K 1.24% 22
2026
Q2 		$4.01M Buy
29,765
+3,443
+13% +$450K 1.37% 18
2026
Q1 		$3.08M Buy
+26,322
New +$3.23M 1.3% 23

Other funds holding BBUS

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Archer Investment Management's BBUS Position: Q3 2026 in Review

Archer Investment Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.7% in Q3 2026, selling an estimated $151K and leaving 28,663 shares worth $3.94M. The position accounts for 1.24% of the portfolio, ranked #22.

Archer Investment Management first reported a position in BBUS in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.01M in Q2 2026. 23 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Archer Investment Management held 28,663 shares of JPMorgan BetaBuilders US Equity ETF worth $3.94M as of Q3 2026.
  • Archer Investment Management sold 1,102 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $151K.
  • JPMorgan BetaBuilders US Equity ETF made up 1.24% of Archer Investment Management's portfolio in Q3 2026, its #22 holding.
  • Archer Investment Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Archer Investment Management's JPMorgan BetaBuilders US Equity ETF position peaked at $4.01M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.