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

IFG 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
2026
Q2 		$16.4M Buy
+121,695
New +$15.9M 0.57% 28
2026
Q1 		– Sell
-112,811
Closed -$13.9M – 370
2025
Q4 		$13.9M Sell
112,811
-22,029
-16% -$2.7M 0.61% 29
2025
Q3 		$16.3M Buy
134,840
+1,173
+0.9% +$136K 0.74% 20
2025
Q2 		$15M Sell
133,667
-46,047
-26% -$4.76M 0.75% 20
2025
Q1 		$18.1M Buy
179,714
+122
+0.1% +$13K 1% 14
2024
Q4 		$19M Buy
179,592
+14,822
+9% +$1.58M 1.08% 13
2024
Q3 		$17.1M Buy
164,770
+52,909
+47% +$5.28M 1.09% 14
2024
Q2 		$11M Sell
111,861
-24,775
-18% -$2.34M 0.7% 22
2024
Q1 		$12.9M Buy
136,636
+31,055
+29% +$2.79M 0.96% 16
2023
Q4 		$9.07M Sell
105,581
-36,597
-26% -$2.94M 0.66% 24
2023
Q3 		$11M Buy
142,178
+80,775
+132% +$6.47M 0.92% 15
2023
Q2 		$4.89M Buy
61,403
+948
+2% +$71.5K 0.43% 54
2023
Q1 		$4.45M Buy
60,455
+1,910
+3% +$137K 0.42% 60
2022
Q4 		$4.01M Sell
58,545
-885
-1% -$61.1K 0.4% 62
2022
Q3 		$3.82M Buy
+59,430
New +$4.25M 0.35% 64

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

IFG Advisory's BBUS Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 121,695 shares worth $16.4M. The stake represents 0.57% of the portfolio and ranks #28 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BBUS as recently as Q4 2025.

IFG Advisory first reported a position in BBUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $19M in Q4 2024. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • IFG Advisory held 121,695 shares of JPMorgan BetaBuilders US Equity ETF worth $16.4M as of Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF was a new IFG Advisory position in Q2 2026.
  • JPMorgan BetaBuilders US Equity ETF made up 0.57% of IFG Advisory's portfolio in Q2 2026, its #28 holding.
  • IFG Advisory first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • IFG Advisory's JPMorgan BetaBuilders US Equity ETF position peaked at $19M in Q4 2024.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.