Hoxton Planning & Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Hoxton Planning & Management’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	$1.5M	Sell	11,164 -122	-1%	-$15.9K	0.39%	54
2026 Q1	$1.32M	Buy	11,286 +3,354	+42%	+$411K	0.4%	50
2025 Q4	$978K	Sell	7,932 -367	-4%	-$44.9K	0.29%	62
2025 Q3	$1M	Sell	8,299 -2,373	-22%	-$276K	0.32%	58
2025 Q2	$1.19M	Buy	10,672 +8,389	+367%	+$867K	0.41%	50
2025 Q1	$230K	Buy	+2,283	New	+$243K	0.09%	174

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

Hoxton Planning & Management's BBUS Position: Q2 2026 in Review

Hoxton Planning & Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.1% in Q2 2026, selling an estimated $15.9K and leaving 11,164 shares worth $1.5M. The position accounts for 0.39% of the portfolio, ranked #54.

Hoxton Planning & Management first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Hoxton Planning & Management held 11,164 shares of JPMorgan BetaBuilders US Equity ETF worth $1.5M as of Q2 2026.
Hoxton Planning & Management sold 122 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $15.9K.
JPMorgan BetaBuilders US Equity ETF made up 0.39% of Hoxton Planning & Management's portfolio in Q2 2026, its #54 holding.
Hoxton Planning & Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.