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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.2M Sell
206,981
-685,967
-77% -$76.8M 0.02% 307
2025
Q1
$90.1M Buy
892,948
+885,250
+11,500% +$89.3M 0.08% 102
2024
Q4
$815K Buy
+7,698
New +$815K ﹤0.01% 1805
2023
Q2
Sell
-3,660
Closed -$269K 2550
2023
Q1
$269K Buy
+3,660
New +$269K ﹤0.01% 1888
2022
Q4
Sell
-3,412
Closed -$220K 2390
2022
Q3
$220K Buy
+3,412
New +$220K ﹤0.01% 1835