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

Baystate 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
2022
Q3 		– Sell
-95
Closed -$6K – 886
2022
Q2 		$6K Buy
+95
New +$7.01K ﹤0.01% 638

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CWM
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AssetMark Inc
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5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Baystate Wealth Management's BBUS Position: Q3 2022 in Review

Baystate Wealth Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2022, closing a stake of 95 shares — an estimated $6K sold.

Baystate Wealth Management first reported a position in BBUS in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 54 funds tracked by Wall St. Rank hold BBUS as of Q3 2022.

  • Baystate Wealth Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 95 JPMorgan BetaBuilders US Equity ETF shares in Q3 2022, an estimated $6K.
  • Baystate Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2022 and held it in 1 quarter.
  • Baystate Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $6K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.