Envestnet Portfolio Solutions’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Envestnet Portfolio Solutions’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	$2.54M	Buy	18,871 +9,912	+111%	+$1.3M	0.01%	454
2026 Q1	$1.05M	Buy	8,959 +1,627	+22%	+$200K	0.01%	620
2025 Q4	$904K	Buy	7,332 +329	+5%	+$40.3K	﹤0.01%	789
2025 Q3	$845K	Buy	7,003 +808	+13%	+$93.8K	﹤0.01%	799
2025 Q2	$693K	Sell	6,195 -828	-12%	-$85.6K	﹤0.01%	948
2025 Q1	$709K	Sell	7,023 -45,615	-87%	-$4.85M	﹤0.01%	917
2024 Q4	$5.58M	Buy	52,638 +6,458	+14%	+$688K	0.02%	369
2024 Q3	$4.78M	Buy	46,180 +16,686	+57%	+$1.66M	0.02%	402
2024 Q2	$2.89M	Buy	29,494 +6,448	+28%	+$609K	0.01%	534
2024 Q1	$2.18M	Buy	23,046 +9,182	+66%	+$826K	0.01%	611
2023 Q4	$1.19M	Buy	13,864 +7,516	+118%	+$604K	﹤0.01%	746
2023 Q3	$489K	Buy	+6,348	New	+$509K	﹤0.01%	999

Other funds holding BBUS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

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

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions's BBUS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 111% in Q2 2026, buying an estimated $1.3M and bringing the position to 18,871 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #454.

Envestnet Portfolio Solutions first reported a position in BBUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.58M in Q4 2024. 97 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Envestnet Portfolio Solutions held 18,871 shares of JPMorgan BetaBuilders US Equity ETF worth $2.54M as of Q2 2026.
Envestnet Portfolio Solutions bought 9,912 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $1.3M.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #454 holding.
Envestnet Portfolio Solutions first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's JPMorgan BetaBuilders US Equity ETF position peaked at $5.58M in Q4 2024.
97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.