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

Fortis 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	$235K	Sell	1,748 -321	-16%	-$41.9K	0.11%	115
2026 Q1	$242K	Buy	2,069 +5	+0.2%	+$613	0.12%	107
2025 Q4	$255K	Buy	2,064 +6	+0.3%	+$734	0.14%	107
2025 Q3	$248K	Buy	2,058 +5	+0.2%	+$581	0.14%	106
2025 Q2	$230K	Sell	2,053 -1,030	-33%	-$107K	0.15%	104
2025 Q1	$311K	Sell	3,083 -421	-12%	-$44.8K	0.2%	80
2024 Q4	$371K	Buy	3,504 +27	+0.8%	+$2.88K	0.24%	76
2024 Q3	$360K	Buy	+3,477	New	+$347K	0.23%	77

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

Fortis Advisors's BBUS Position: Q2 2026 in Review

Fortis Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 16% in Q2 2026, selling an estimated $41.9K and leaving 1,748 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #115.

Fortis Advisors first reported a position in BBUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $371K in Q4 2024. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Fortis Advisors held 1,748 shares of JPMorgan BetaBuilders US Equity ETF worth $235K as of Q2 2026.
Fortis Advisors sold 321 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $41.9K.
JPMorgan BetaBuilders US Equity ETF made up 0.11% of Fortis Advisors's portfolio in Q2 2026, its #115 holding.
Fortis Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 8 quarters since.
Fortis Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $371K in Q4 2024.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.