Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
119,721
+68,045
| +132% | +$7.62M | 0.05% | 326 |
|
|
2025
Q1 | $5.21M | Buy |
51,676
+16,877
| +48% | +$1.7M | 0.02% | 520 |
|
|
2024
Q4 | $3.69M | Buy |
34,799
+3,731
| +12% | +$395K | 0.02% | 547 |
|
|
2024
Q3 | $3.22M | Buy |
31,068
+31,001
| +46,270% | +$3.21M | 0.01% | 560 |
|
|
2024
Q2 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 3695 |
|
|
2024
Q1 | – | Sell |
-101
| Closed | -$9K | – | 4311 |
|
|
2023
Q4 | $9K | Buy |
+101
| New | +$9K | ﹤0.01% | 3221 |
|
|
2022
Q2 | – | Sell |
-108
| Closed | -$9K | – | 3753 |
|
|
2022
Q1 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 2518 |
|