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

Goodman Advisory Group’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	$822K	Sell	6,099 -1,312	-18%	-$171K	0.19%	50
2026 Q1	$868K	Buy	7,411 +2,741	+59%	+$336K	0.23%	56
2025 Q4	$576K	Sell	4,670 -402	-8%	-$49.2K	0.14%	52
2025 Q3	$612K	Buy	+5,072	New	+$589K	0.15%	50
2025 Q2	–	Sell	-12,812	Closed	-$1.29M	–	154
2025 Q1	$1.29M	Buy	+12,812	New	+$1.36M	0.39%	51
2024 Q4	–	Sell	-10,756	Closed	-$1.11M	–	65
2024 Q3	$1.11M	Sell	10,756 -109	-1%	-$10.9K	0.32%	53
2024 Q2	$1.07M	Buy	10,865 +6,620	+156%	+$625K	0.32%	50
2024 Q1	$401K	Sell	4,245 -1,208	-22%	-$109K	0.13%	61
2023 Q4	$468K	Buy	+5,453	New	+$438K	0.16%	53

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

Goodman Advisory Group's BBUS Position: Q2 2026 in Review

Goodman Advisory Group reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 18% in Q2 2026, selling an estimated $171K and leaving 6,099 shares worth $822K. The position accounts for 0.19% of the portfolio, ranked #50.

Goodman Advisory Group first reported a position in BBUS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Goodman Advisory Group held 6,099 shares of JPMorgan BetaBuilders US Equity ETF worth $822K as of Q2 2026.
Goodman Advisory Group sold 1,312 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $171K.
JPMorgan BetaBuilders US Equity ETF made up 0.19% of Goodman Advisory Group's portfolio in Q2 2026, its #50 holding.
Goodman Advisory Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 9 quarters since.
Goodman Advisory Group's JPMorgan BetaBuilders US Equity ETF position peaked at $1.29M in Q1 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.