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IAG Wealth Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

IAG Wealth Partners’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 		$2.59M Sell
19,224
-715
-4% -$93.4K 0.26% 55
2026
Q1 		$2.34M Buy
19,939
+716
+4% +$87.8K 0.26% 52
2025
Q4 		$2.37M Sell
19,223
-2,132
-10% -$261K 0.27% 52
2025
Q3 		$2.58M Sell
21,355
-1,026
-5% -$119K 0.31% 51
2025
Q2 		$2.5M Buy
22,381
+21,922
+4,776% +$2.27M 0.33% 49
2025
Q1 		$46.3K Hold
459
– – 0.01% 202
2024
Q4 		$48.6K Buy
459
+5
+1% +$533 0.01% 193
2024
Q3 		$47K Hold
454
– – 0.01% 191
2024
Q2 		$44.5K Hold
454
– – 0.01% 188
2024
Q1 		$42.9K Buy
454
+3
+0.7% +$270 0.01% 178
2023
Q4 		$38.7K Buy
451
+103
+30% +$8.28K 0.01% 178
2023
Q3 		$26.8K Hold
348
– – 0.01% 201
2023
Q2 		$27.7K Buy
+348
New +$26.2K 0.01% 208

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

IAG Wealth Partners's BBUS Position: Q2 2026 in Review

IAG Wealth Partners reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.6% in Q2 2026, selling an estimated $93.4K and leaving 19,224 shares worth $2.59M. The position accounts for 0.26% of the portfolio, ranked #55.

IAG Wealth Partners first reported a position in BBUS in Q2 2023 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • IAG Wealth Partners held 19,224 shares of JPMorgan BetaBuilders US Equity ETF worth $2.59M as of Q2 2026.
  • IAG Wealth Partners sold 715 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $93.4K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.26% of IAG Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • IAG Wealth Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.