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

BCGM 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
-2,978
Closed -$220K – 110
2022
Q2 		$220K Sell
2,978
-72,761
-96% -$5.37M 0.11% 101
2022
Q1 		$5.63M Sell
75,739
-119,146
-61% -$9.6M 3.06% 8
2021
Q4 		$16.8M Buy
194,885
+2,796
+1% +$235K 9.05% 2
2021
Q3 		$16.2M Buy
192,089
+4,939
+3% +$400K 8.99% 2
2021
Q2 		$15.1M Buy
+187,150
New +$14.3M 8.94% 2

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5L
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IA
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Janney Montgomery Scott
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VAS
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