Cetera Advisor Networks’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$7.98M	Buy	84,481 +28,709	+51%	+$2.58M	0.04%	440
2023 Q4	$4.79M	Buy	55,772 +14,975	+37%	+$1.2M	0.03%	598
2023 Q3	$3.14M	Buy	40,797 +21,332	+110%	+$1.71M	0.02%	719
2023 Q2	$1.55M	Buy	19,465 +2,049	+12%	+$154K	0.01%	987
2023 Q1	$1.28M	Buy	17,416 +6,538	+60%	+$468K	0.01%	1089
2022 Q4	$746K	Buy	+10,878	New	+$751K	0.01%	1364

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

PWM

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

Cetera Advisor Networks's BBUS Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 51% in Q1 2024, buying an estimated $2.58M and bringing the position to 84,481 shares worth $7.98M. The position accounts for 0.04% of the portfolio, ranked #440.

Cetera Advisor Networks first reported a position in BBUS in Q4 2022 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold BBUS as of Q1 2024.

Cetera Advisor Networks held 84,481 shares of JPMorgan BetaBuilders US Equity ETF worth $7.98M as of Q1 2024.
Cetera Advisor Networks bought 28,709 JPMorgan BetaBuilders US Equity ETF shares in Q1 2024, an estimated $2.58M.
JPMorgan BetaBuilders US Equity ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #440 holding.
Cetera Advisor Networks first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.