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 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 $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return