Cary Street Partners Investment Advisory’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Cary Street Partners Investment Advisory’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	$3.42M	Buy	25,412 +4,740	+23%	+$619K	0.69%	34
2026 Q1	$2.42M	Buy	20,672 +244	+1%	+$29.9K	0.62%	40
2025 Q4	$2.52M	Buy	20,428 +1,687	+9%	+$206K	0.68%	32
2025 Q3	$2.26M	Sell	18,741 -473	-2%	-$54.9K	0.95%	17
2025 Q2	$2.15M	Sell	19,214 -1,263	-6%	-$131K	1.04%	15
2025 Q1	$2.07M	Buy	20,477 +1,659	+9%	+$176K	1.19%	13
2024 Q4	$1.99M	Buy	+18,818	New	+$2.01M	1.31%	12

Other funds holding BBUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Cary Street Partners Investment Advisory's BBUS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 23% in Q2 2026, buying an estimated $619K and bringing the position to 25,412 shares worth $3.42M. The position accounts for 0.69% of the portfolio, ranked #34.

Cary Street Partners Investment Advisory first reported a position in BBUS in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Cary Street Partners Investment Advisory held 25,412 shares of JPMorgan BetaBuilders US Equity ETF worth $3.42M as of Q2 2026.
Cary Street Partners Investment Advisory bought 4,740 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $619K.
JPMorgan BetaBuilders US Equity ETF made up 0.69% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #34 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 7 quarters since.
152 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.