Gateway Wealth Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Gateway Wealth Partners’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	$2.86M	Sell	21,203 -23,333	-52%	-$3.05M	0.17%	147
2026 Q1	$5.22M	Buy	44,536 +26,022	+141%	+$3.19M	0.2%	126
2025 Q4	$2.28M	Buy	18,514 +2,460	+15%	+$301K	0.25%	109
2025 Q3	$1.94M	Sell	16,054 -4,573	-22%	-$531K	0.26%	100
2025 Q2	$2.31M	Sell	20,627 -6,928	-25%	-$716K	0.44%	66
2025 Q1	$2.78M	Buy	27,555 +6,691	+32%	+$711K	0.62%	46
2024 Q4	$2.21M	Buy	20,864 +2,844	+16%	+$303K	0.57%	45
2024 Q3	$1.87M	Sell	18,020 -5,958	-25%	-$594K	0.51%	52
2024 Q2	$2.35M	Buy	23,978 +5,338	+29%	+$504K	0.71%	36
2024 Q1	$1.76M	Buy	18,640 +7,260	+64%	+$653K	0.63%	38
2023 Q4	$977K	Buy	11,380 +4,681	+70%	+$376K	0.39%	68
2023 Q3	$516K	Buy	6,699 +3,069	+85%	+$246K	0.09%	121
2023 Q2	$289K	Buy	+3,630	New	+$274K	0.05%	186

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

Gateway Wealth Partners's BBUS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 52% in Q2 2026, selling an estimated $3.05M and leaving 21,203 shares worth $2.86M. The position accounts for 0.17% of the portfolio, ranked #147.

Gateway Wealth Partners first reported a position in BBUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.22M in Q1 2026. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Gateway Wealth Partners held 21,203 shares of JPMorgan BetaBuilders US Equity ETF worth $2.86M as of Q2 2026.
Gateway Wealth Partners sold 23,333 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $3.05M.
JPMorgan BetaBuilders US Equity ETF made up 0.17% of Gateway Wealth Partners's portfolio in Q2 2026, its #147 holding.
Gateway Wealth Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and has held it in 13 quarters since.
Gateway Wealth Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $5.22M in Q1 2026.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.