Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$19.2M	Buy	164,068 +15,919	+11%	+$1.95M	0.05%	343
2025 Q4	$18.3M	Buy	148,149 +6,147	+4%	+$752K	0.05%	350
2025 Q3	$17.1M	Buy	142,002 +22,281	+19%	+$2.59M	0.05%	313
2025 Q2	$13.4M	Buy	119,721 +68,045	+132%	+$7.04M	0.05%	326
2025 Q1	$5.21M	Buy	51,676 +16,877	+48%	+$1.79M	0.02%	520
2024 Q4	$3.69M	Buy	34,799 +3,731	+12%	+$398K	0.02%	547
2024 Q3	$3.22M	Buy	31,068 +31,001	+46,270%	+$3.09M	0.01%	561
2024 Q2	$7K	Buy	+67	New	+$6.33K	﹤0.01%	3697
2024 Q1	–	Sell	-101	Closed	-$9K	–	4317
2023 Q4	$9K	Buy	+101	New	+$8.12K	﹤0.01%	3224
2022 Q2	–	Sell	-108	Closed	-$9K	–	3774
2022 Q1	$9K	Buy	+108	New	+$8.7K	﹤0.01%	2523

Other funds holding BBUS

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return