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

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

Emergent Wealth Advisors's BBUS Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.38% in Q2 2026, selling an estimated $9.93K and leaving 19,698 shares worth $2.65M. The position accounts for 1.38% of the portfolio, ranked #16.

Emergent Wealth Advisors first reported a position in BBUS in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Emergent Wealth Advisors held 19,698 shares of JPMorgan BetaBuilders US Equity ETF worth $2.65M as of Q2 2026.
Emergent Wealth Advisors sold 76 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $9.93K.
JPMorgan BetaBuilders US Equity ETF made up 1.38% of Emergent Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Emergent Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.