Archford Capital Strategies’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Archford Capital Strategies’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	$1.66M	Sell	12,304 -344	-3%	-$45K	0.17%	116
2026 Q1	$1.48M	Sell	12,648 -5,510	-30%	-$676K	0.17%	131
2025 Q4	$2.24M	Sell	18,158 -1,200	-6%	-$147K	0.26%	85
2025 Q3	$2.34M	Sell	19,358 -43,321	-69%	-$5.03M	0.28%	82
2025 Q2	$7.02M	Sell	62,679 -23,149	-27%	-$2.39M	0.9%	28
2025 Q1	$8.66M	Sell	85,828 -13,892	-14%	-$1.48M	1.27%	15
2024 Q4	$10.6M	Buy	99,720 +12,483	+14%	+$1.33M	1.6%	11
2024 Q3	$9.21M	Buy	87,237 +5,013	+6%	+$500K	1.39%	16
2024 Q2	$8.07M	Buy	82,224 +2,801	+4%	+$265K	1.31%	17
2024 Q1	$7.5M	Buy	79,423 +22,355	+39%	+$2.01M	1.26%	15
2023 Q4	$4.9M	Buy	57,068 +27,145	+91%	+$2.18M	0.9%	26
2023 Q3	$2.31M	Buy	+29,923	New	+$2.4M	0.46%	56

Other funds holding BBUS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Archford Capital Strategies's BBUS Position: Q2 2026 in Review

Archford Capital Strategies reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2.7% in Q2 2026, selling an estimated $45K and leaving 12,304 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #116.

Archford Capital Strategies first reported a position in BBUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q4 2024. 93 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Archford Capital Strategies held 12,304 shares of JPMorgan BetaBuilders US Equity ETF worth $1.66M as of Q2 2026.
Archford Capital Strategies sold 344 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $45K.
JPMorgan BetaBuilders US Equity ETF made up 0.17% of Archford Capital Strategies's portfolio in Q2 2026, its #116 holding.
Archford Capital Strategies first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and has held it in 12 quarters since.
Archford Capital Strategies's JPMorgan BetaBuilders US Equity ETF position peaked at $10.6M in Q4 2024.
93 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.