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CreativeOne Wealth’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

CreativeOne Wealth’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 		$14.1M Sell
104,930
-2,175
-2% -$284K 0.31% 60
2026
Q1 		$12.6M Buy
107,105
+3,992
+4% +$490K 0.29% 65
2025
Q4 		$12.7M Buy
103,113
+3,332
+3% +$408K 0.31% 60
2025
Q3 		$12M Sell
99,781
-3,007
-3% -$349K 0.29% 64
2025
Q2 		$11.5M Sell
102,788
-10,161
-9% -$1.05M 0.3% 63
2025
Q1 		$11.4M Buy
112,949
+2,782
+3% +$296K 0.34% 57
2024
Q4 		$11.7M Sell
110,167
-4,367
-4% -$465K 0.36% 59
2024
Q3 		$11.9M Buy
114,534
+31,974
+39% +$3.19M 0.4% 49
2024
Q2 		$8.1M Sell
82,560
-6,290
-7% -$594K 0.41% 53
2024
Q1 		$8.39M Buy
88,850
+12,451
+16% +$1.12M 0.33% 62
2023
Q4 		$6.56M Sell
76,399
-8,812
-10% -$708K 0.42% 57
2023
Q3 		$6.57M Sell
85,211
-9,088
-10% -$728K 0.47% 47
2023
Q2 		$7.52M Buy
+94,299
New +$7.11M 0.35% 53

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

CreativeOne Wealth's BBUS Position: Q2 2026 in Review

CreativeOne Wealth reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2% in Q2 2026, selling an estimated $284K and leaving 104,930 shares worth $14.1M. The position accounts for 0.31% of the portfolio, ranked #60.

CreativeOne Wealth first reported a position in BBUS in Q2 2023 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • CreativeOne Wealth held 104,930 shares of JPMorgan BetaBuilders US Equity ETF worth $14.1M as of Q2 2026.
  • CreativeOne Wealth sold 2,175 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $284K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.31% of CreativeOne Wealth's portfolio in Q2 2026, its #60 holding.
  • CreativeOne Wealth first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.