BAM Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

BAM Wealth Management’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	$872K	Sell	6,471 -649	-9%	-$84.8K	0.55%	48
2026 Q1	$834K	Sell	7,120 -190	-3%	-$23.3K	0.62%	39
2025 Q4	$901K	Sell	7,310 -504	-6%	-$61.7K	0.65%	41
2025 Q3	$943K	Buy	+7,814	New	+$907K	0.73%	32

Other funds holding BBUS

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return