Creative Financial Designs’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Creative Financial Designs’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	$16.7K	Hold	124	–	–	﹤0.01%	1363
2026 Q1	$14.5K	Buy	+124	New	+$15.2K	﹤0.01%	1293
2025 Q3	–	Sell	-9	Closed	-$1.01K	–	2056
2025 Q2	$1.01K	Buy	+9	New	+$931	﹤0.01%	1782
2024 Q1	–	Sell	-90	Closed	-$7.7K	–	1671
2023 Q4	$7.7K	Buy	+90	New	+$7.24K	﹤0.01%	1166

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

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

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

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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

Creative Financial Designs's BBUS Position: Q2 2026 in Review

Creative Financial Designs held its JPMorgan BetaBuilders US Equity ETF (BBUS) position steady in Q2 2026 at 124 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Creative Financial Designs first reported a position in BBUS in Q4 2023 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Creative Financial Designs held 124 shares of JPMorgan BetaBuilders US Equity ETF worth $16.7K as of Q2 2026.
Creative Financial Designs left its JPMorgan BetaBuilders US Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1363 holding.
Creative Financial Designs first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.