Gladstone Institutional Advisory’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Gladstone Institutional Advisory’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
2025 Q4	–	Sell	-5,758	Closed	-$695K	–	797
2025 Q3	$695K	Buy	5,758 +7	+0.1%	+$813	0.03%	439
2025 Q2	$644K	Buy	5,751 +7	+0.1%	+$724	0.03%	433
2025 Q1	$580K	Sell	5,744 -483	-8%	-$51.4K	0.03%	431
2024 Q4	$660K	Buy	6,227 +744	+14%	+$79.3K	0.03%	396
2024 Q3	$568K	Sell	5,483 -229	-4%	-$22.8K	0.03%	420
2024 Q2	$560K	Sell	5,712 -266	-4%	-$25.1K	0.03%	404
2024 Q1	$564K	Buy	5,978 +1,732	+41%	+$156K	0.03%	385
2023 Q4	$365K	Buy	+4,246	New	+$341K	0.02%	484

Other funds holding BBUS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Gladstone Institutional Advisory's BBUS Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025, closing a stake of 5,758 shares — an estimated $695K sold.

Gladstone Institutional Advisory first reported a position in BBUS in Q4 2023 and held it in 8 quarters. The position peaked at $695K in Q3 2025. 218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

Gladstone Institutional Advisory reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,758 JPMorgan BetaBuilders US Equity ETF shares in Q4 2025, an estimated $695K.
Gladstone Institutional Advisory first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and held it in 8 quarters.
Gladstone Institutional Advisory's JPMorgan BetaBuilders US Equity ETF position peaked at $695K in Q3 2025.
218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.