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Castleview Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Castleview Partners’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
2023
Q4 		– Sell
-1
Closed -$77 – 868
2023
Q3 		$77 Buy
+1
New +$80 ﹤0.01% 662

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LPL Financial
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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Castleview Partners's BBUS Position: Q4 2023 in Review

Castleview Partners sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2023, closing a stake of 1 share — an estimated $77 sold.

Castleview Partners first reported a position in BBUS in Q3 2023 and held it in 1 quarter. The position peaked at $77 in Q3 2023. 99 funds tracked by Wall St. Rank hold BBUS as of Q4 2023.

  • Castleview Partners reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Castleview Partners sold 1 JPMorgan BetaBuilders US Equity ETF share in Q4 2023, an estimated $77.
  • Castleview Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and held it in 1 quarter.
  • Castleview Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $77 in Q3 2023.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.