Cedar Brook Financial Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Cedar Brook Financial 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 Q3	–	Sell	-3,454	Closed	-$275K	–	386
2023 Q2	$275K	Sell	3,454 -64	-2%	-$4.83K	0.07%	298
2023 Q1	$259K	Sell	3,518 -333	-9%	-$23.9K	0.07%	296
2022 Q4	$264K	Sell	3,851 -279	-7%	-$19.3K	0.07%	286
2022 Q3	$266K	Sell	4,130 -1,122	-21%	-$80.2K	0.09%	264
2022 Q2	$356K	Buy	5,252 +544	+12%	+$40.1K	0.11%	208
2022 Q1	$385K	Buy	4,708 +1,389	+42%	+$112K	0.1%	221
2021 Q4	$287K	Buy	+3,319	New	+$279K	0.07%	293

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CWM

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

VAS

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cedar Brook Financial Partners's BBUS Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2023, closing a stake of 3,454 shares — an estimated $275K sold.

Cedar Brook Financial Partners first reported a position in BBUS in Q4 2021 and held it in 7 quarters. The position peaked at $385K in Q1 2022. 85 funds tracked by Wall St. Rank hold BBUS as of Q3 2023.

Cedar Brook Financial Partners reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,454 JPMorgan BetaBuilders US Equity ETF shares in Q3 2023, an estimated $275K.
Cedar Brook Financial Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2021 and held it in 7 quarters.
Cedar Brook Financial Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $385K in Q1 2022.
85 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.