Flagstar Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Flagstar 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	$387K	Buy	2,872 +468	+19%	+$61.2K	0.12%	143
2026 Q1	$282K	Hold	2,404	–	–	0.1%	150
2025 Q4	$296K	Buy	2,404 +90	+4%	+$11K	0.1%	153
2025 Q3	$279K	Sell	2,314 -616	-21%	-$71.5K	0.09%	162
2025 Q2	$328K	Sell	2,930 -72	-2%	-$7.45K	0.09%	161
2025 Q1	$303K	Buy	3,002 +718	+31%	+$76.3K	0.08%	178
2024 Q4	$242K	Buy	2,284 +16	+0.7%	+$1.71K	0.06%	190
2024 Q3	$235K	Buy	+2,268	New	+$226K	0.06%	197

Other funds holding BBUS

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return