Gladstone Institutional Advisory’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
5,751
+7
| +0.1% | +$783 | 0.03% | 433 |
|
|
2025
Q1 | $580K | Sell |
5,744
-483
| -8% | -$48.7K | 0.03% | 431 |
|
|
2024
Q4 | $660K | Buy |
6,227
+744
| +14% | +$78.8K | 0.03% | 396 |
|
|
2024
Q3 | $568K | Sell |
5,483
-229
| -4% | -$23.7K | 0.03% | 420 |
|
|
2024
Q2 | $560K | Sell |
5,712
-266
| -4% | -$26.1K | 0.03% | 404 |
|
|
2024
Q1 | $564K | Buy |
5,978
+1,732
| +41% | +$164K | 0.03% | 385 |
|
|
2023
Q4 | $365K | Buy |
+4,246
| New | +$365K | 0.02% | 484 |
|