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

Atria Wealth Solutions’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
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

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KFG

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

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

Atria Wealth Solutions's BBUS Position: Q2 2025 in Review

Atria Wealth Solutions increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.7% in Q2 2025, buying an estimated $13.2K and bringing the position to 3,555 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1030.

Atria Wealth Solutions first reported a position in BBUS in Q1 2022 and has held it in 13 quarters since. The position peaked at $620K in Q4 2024. 174 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

Atria Wealth Solutions held 3,555 shares of JPMorgan BetaBuilders US Equity ETF worth $398K as of Q2 2025.
Atria Wealth Solutions bought 128 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $13.2K.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1030 holding.
Atria Wealth Solutions first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's JPMorgan BetaBuilders US Equity ETF position peaked at $620K in Q4 2024.
174 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.