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

Creative Planning’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	$4.71M	Sell	34,928 -6,460	-16%	-$844K	﹤0.01%	1456
2026 Q1	$4.85M	Sell	41,388 -16,050	-28%	-$1.97M	﹤0.01%	1222
2025 Q4	$7.08M	Sell	57,438 -37,074	-39%	-$4.54M	0.01%	777
2025 Q3	$11.4M	Sell	94,512 -112,469	-54%	-$13.1M	0.01%	521
2025 Q2	$23.2M	Sell	206,981 -685,967	-77%	-$70.9M	0.02%	307
2025 Q1	$90.1M	Buy	892,948 +885,250	+11,500%	+$94.1M	0.08%	102
2024 Q4	$815K	Buy	+7,698	New	+$820K	﹤0.01%	1810
2023 Q2	–	Sell	-3,660	Closed	-$269K	–	2667
2023 Q1	$269K	Buy	+3,660	New	+$262K	﹤0.01%	1895
2022 Q4	–	Sell	-3,412	Closed	-$220K	–	2500
2022 Q3	$220K	Buy	+3,412	New	+$244K	﹤0.01%	1847

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 Planning's BBUS Position: Q2 2026 in Review

Creative Planning reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 16% in Q2 2026, selling an estimated $844K and leaving 34,928 shares worth $4.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Creative Planning first reported a position in BBUS in Q3 2022 and has held it in 9 quarters since. The position peaked at $90.1M in Q1 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Creative Planning held 34,928 shares of JPMorgan BetaBuilders US Equity ETF worth $4.71M as of Q2 2026.
Creative Planning sold 6,460 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $844K.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1456 holding.
Creative Planning first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2022 and has held it in 9 quarters since.
Creative Planning's JPMorgan BetaBuilders US Equity ETF position peaked at $90.1M in Q1 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.