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Fingerlakes Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Fingerlakes Wealth Management’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 		$4.5M Buy
33,379
+3,214
+11% +$420K 2.42% 11
2026
Q1 		$3.53M Buy
30,165
+638
+2% +$78.3K 2.34% 11
2025
Q4 		$3.64M Buy
29,527
+1,427
+5% +$175K 2.31% 12
2025
Q3 		$3.39M Buy
28,100
+2,455
+10% +$285K 2.21% 12
2025
Q2 		$2.87M Buy
25,645
+2,622
+11% +$271K 2.14% 12
2025
Q1 		$2.32M Buy
23,023
+913
+4% +$97.1K 1.98% 13
2024
Q4 		$2.34M Buy
22,110
+2,097
+10% +$223K 1.89% 15
2024
Q3 		$2.07M Buy
20,013
+8,497
+74% +$848K 1.72% 20
2024
Q2 		$1.13M Buy
11,516
+4,640
+67% +$438K 1.01% 30
2024
Q1 		$649K Buy
6,876
+537
+8% +$48.3K 0.63% 43
2023
Q4 		$544K Buy
6,339
+1,297
+26% +$104K 0.59% 47
2023
Q3 		$389K Buy
5,042
+623
+14% +$49.9K 0.47% 58
2023
Q2 		$352K Buy
4,419
+731
+20% +$55.1K 0.4% 64
2023
Q1 		$271K Buy
+3,688
New +$264K 0.34% 75

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

Fingerlakes Wealth Management's BBUS Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 11% in Q2 2026, buying an estimated $420K and bringing the position to 33,379 shares worth $4.5M. The position accounts for 2.42% of the portfolio, ranked #11.

Fingerlakes Wealth Management first reported a position in BBUS in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Fingerlakes Wealth Management held 33,379 shares of JPMorgan BetaBuilders US Equity ETF worth $4.5M as of Q2 2026.
  • Fingerlakes Wealth Management bought 3,214 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $420K.
  • JPMorgan BetaBuilders US Equity ETF made up 2.42% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Fingerlakes Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.