Bravias Capital Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Bravias Capital Group’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	$15.5M	Buy	114,823 +1,155	+1%	+$151K	9.18%	2
2026 Q1	$13.3M	Buy	113,668 +1,041	+0.9%	+$128K	8.71%	2
2025 Q4	$13.9M	Buy	112,627 +1,097	+1%	+$134K	8.4%	2
2025 Q3	$13.5M	Buy	111,530 +4,574	+4%	+$531K	9%	2
2025 Q2	$12M	Buy	106,956 +3,077	+3%	+$318K	8.79%	2
2025 Q1	$10.5M	Buy	103,879 +2,805	+3%	+$298K	8.5%	2
2024 Q4	$11M	Buy	+101,074	New	+$10.8M	8.96%	2

Other funds holding BBUS

CWM

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

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

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

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bravias Capital Group's BBUS Position: Q2 2026 in Review

Bravias Capital Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1% in Q2 2026, buying an estimated $151K and bringing the position to 114,823 shares worth $15.5M. The position accounts for 9.18% of the portfolio, ranked #2.

Bravias Capital Group first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Bravias Capital Group held 114,823 shares of JPMorgan BetaBuilders US Equity ETF worth $15.5M as of Q2 2026.
Bravias Capital Group bought 1,155 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $151K.
JPMorgan BetaBuilders US Equity ETF made up 9.18% of Bravias Capital Group's portfolio in Q2 2026, its #2 holding.
Bravias Capital Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.