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Family Legacy Financial Solutions’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Family Legacy Financial 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
2025
Q4 		– Sell
-238
Closed -$28.7K – 65
2025
Q3 		$28.7K Sell
238
-4
-2% -$465 0.02% 115
2025
Q2 		$27.1K Buy
+242
New +$25K 0.02% 108

Other funds holding BBUS

JP Morgan Chase
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Family Legacy Financial Solutions's BBUS Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025, closing a stake of 238 shares — an estimated $28.7K sold.

Family Legacy Financial Solutions first reported a position in BBUS in Q2 2025 and held it in 2 quarters. The position peaked at $28.7K in Q3 2025. 216 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 238 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $28.7K.
  • Family Legacy Financial Solutions first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's JPMorgan BetaBuilders US Equity ETF position peaked at $28.7K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.