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

Emergent Wealth Advisors’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	$2.65M	Sell	19,698 -76	-0.4%	-$9.93K	1.38%	16
2026 Q1	$2.32M	Buy	19,774 +13,776	+230%	+$1.69M	1.37%	16
2025 Q4	$740K	Sell	5,998 -330	-5%	-$40.4K	0.42%	53
2025 Q3	$764K	Buy	6,328 +78	+1%	+$9.06K	0.44%	41
2025 Q2	$700K	Buy	6,250 +139	+2%	+$14.4K	0.45%	47
2025 Q1	$617K	Buy	6,111 +821	+16%	+$87.3K	0.45%	43
2024 Q4	$560K	Buy	5,290 +14	+0.3%	+$1.49K	0.41%	46
2024 Q3	$546K	Buy	5,276 +82	+2%	+$8.18K	0.4%	48
2024 Q2	$510K	Buy	5,194 +152	+3%	+$14.4K	0.41%	49
2024 Q1	$476K	Buy	+5,042	New	+$453K	0.41%	46

Other funds holding BBUS

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return