CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,297
Closed -$88K – 2254
2022
Q2 		$88K Buy
+1,297
New +$95.7K ﹤0.01% 2293

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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

CAPTRUST Financial Advisors's BBUS Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2022, closing a stake of 1,297 shares — an estimated $88K sold.

CAPTRUST Financial Advisors first reported a position in BBUS in Q2 2022 and held it in 1 quarter. The position peaked at $88K in Q2 2022. 54 funds tracked by Wall St. Rank hold BBUS as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,297 JPMorgan BetaBuilders US Equity ETF shares in Q3 2022, an estimated $88K.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $88K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.