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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
Q3 		$2.67M Sell
19,411
-287
-1% -$39.3K 1.4% 17
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

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Emergent Wealth Advisors's BBUS Position: Q3 2026 in Review

Emergent Wealth Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.5% in Q3 2026, selling an estimated $39.3K and leaving 19,411 shares worth $2.67M. The position accounts for 1.4% of the portfolio, ranked #17.

Emergent Wealth Advisors first reported a position in BBUS in Q1 2024 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Emergent Wealth Advisors held 19,411 shares of JPMorgan BetaBuilders US Equity ETF worth $2.67M as of Q3 2026.
  • Emergent Wealth Advisors sold 287 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $39.3K.
  • JPMorgan BetaBuilders US Equity ETF made up 1.4% of Emergent Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • Emergent Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.