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

Cetera Advisors’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 		$1.16M Buy
12,322
+3,261
+36% +$293K 0.01% 1088
2023
Q4 		$778K Buy
9,061
+2,451
+37% +$197K 0.01% 887
2023
Q3 		$509K Buy
+6,610
New +$530K 0.01% 1060

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Cetera Advisors's BBUS Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 36% in Q1 2024, buying an estimated $293K and bringing the position to 12,322 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1088.

Cetera Advisors first reported a position in BBUS in Q3 2023 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold BBUS as of Q1 2024.

  • Cetera Advisors held 12,322 shares of JPMorgan BetaBuilders US Equity ETF worth $1.16M as of Q1 2024.
  • Cetera Advisors bought 3,261 JPMorgan BetaBuilders US Equity ETF shares in Q1 2024, an estimated $293K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1088 holding.
  • Cetera Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2024.

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