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

GoalVest 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
2023
Q4 		– Sell
-66
Closed -$5.09K – 382
2023
Q3 		$5.09K Buy
+66
New +$5.29K ﹤0.01% 343

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GoalVest Advisory's BBUS Position: Q4 2023 in Review

GoalVest Advisory sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2023, closing a stake of 66 shares — an estimated $5.09K sold.

GoalVest Advisory first reported a position in BBUS in Q3 2023 and held it in 1 quarter. The position peaked at $5.09K in Q3 2023. 99 funds tracked by Wall St. Rank hold BBUS as of Q4 2023.

  • GoalVest Advisory reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 66 JPMorgan BetaBuilders US Equity ETF shares in Q4 2023, an estimated $5.09K.
  • GoalVest Advisory first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's JPMorgan BetaBuilders US Equity ETF position peaked at $5.09K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.