Atria Wealth Solutions’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$398K	Buy	3,555 +128	+4%	+$13.2K	0.01%	1030
2025 Q1	$346K	Sell	3,427 -2,425	-41%	-$258K	﹤0.01%	1393
2024 Q4	$620K	Buy	5,852 +2,430	+71%	+$259K	0.01%	1152
2024 Q3	$354K	Buy	3,422 +314	+10%	+$31.3K	﹤0.01%	1410
2024 Q2	$305K	Buy	3,108 +2	+0.1%	+$189	﹤0.01%	1496
2024 Q1	$293K	Buy	3,106 +2	+0.1%	+$180	﹤0.01%	1565
2023 Q4	$267K	Buy	3,104 +4	+0.1%	+$322	﹤0.01%	1579
2023 Q3	$239K	Buy	3,100 +2	+0.1%	+$160	﹤0.01%	1569
2023 Q2	$247K	Buy	3,098 +3	+0.1%	+$226	﹤0.01%	1560
2023 Q1	$228K	Buy	3,095 +2	+0.1%	+$143	﹤0.01%	1592
2022 Q4	$212K	Buy	+3,093	New	+$213K	﹤0.01%	1577
2022 Q3	–	Sell	-3,420	Closed	-$232K	–	1756
2022 Q2	$232K	Buy	3,420 +337	+11%	+$24.9K	﹤0.01%	1358
2022 Q1	$252K	Buy	+3,083	New	+$248K	﹤0.01%	1418