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
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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

CWM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

B. Riley Wealth Advisors's BBUS Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 78% in Q4 2024, buying an estimated $736K and bringing the position to 15,743 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #317.

B. Riley Wealth Advisors first reported a position in BBUS in Q2 2024 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold BBUS as of Q4 2024.

B. Riley Wealth Advisors held 15,743 shares of JPMorgan BetaBuilders US Equity ETF worth $1.67M as of Q4 2024.
B. Riley Wealth Advisors bought 6,911 JPMorgan BetaBuilders US Equity ETF shares in Q4 2024, an estimated $736K.
JPMorgan BetaBuilders US Equity ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #317 holding.
B. Riley Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and has held it in 3 quarters since.
153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.