BRWA
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B. Riley Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-20,153
Closed -$2.03M – 1068
2025
Q1 		$2.03M Buy
20,153
+4,410
+28% +$469K 0.06% 313
2024
Q4 		$1.67M Buy
15,743
+6,911
+78% +$736K 0.05% 317
2024
Q3 		$907K Buy
8,832
+2,398
+37% +$239K 0.03% 525
2024
Q2 		$631K Buy
+6,434
New +$608K 0.02% 706

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

B. Riley Wealth Advisors's BBUS Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2025, closing a stake of 20,153 shares — an estimated $2.03M sold.

B. Riley Wealth Advisors first reported a position in BBUS in Q2 2024 and held it in 4 quarters. The position peaked at $2.03M in Q1 2025. 174 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,153 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $2.03M.
  • B. Riley Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $2.03M in Q1 2025.
  • 174 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.