Creative Planning
BBUS icon

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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return