Ignite Planners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Ignite Planners’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	$1.83M	Sell	15,605 -117	-0.7%	-$14.3K	0.28%	84
2025 Q4	$1.96M	Buy	15,722 +680	+5%	+$83.2K	0.3%	77
2025 Q3	$1.81M	Buy	15,042 +249	+2%	+$28.9K	0.3%	78
2025 Q2	$1.68M	Buy	14,793 +1,035	+8%	+$107K	0.29%	89
2025 Q1	$1.39M	Buy	13,758 +2,925	+27%	+$311K	0.27%	97
2024 Q4	$1.16M	Buy	10,833 +359	+3%	+$38.3K	0.25%	89
2024 Q3	$1.08M	Buy	10,474 +1,122	+12%	+$112K	0.25%	88
2024 Q2	$936K	Buy	9,352 +1,208	+15%	+$114K	0.23%	95
2024 Q1	$768K	Buy	8,144 +761	+10%	+$68.4K	0.22%	104
2023 Q4	$630K	Buy	7,383 +1,374	+23%	+$110K	0.19%	134
2023 Q3	$460K	Buy	6,009 +1,508	+34%	+$121K	0.14%	167
2023 Q2	$355K	Buy	+4,501	New	+$339K	0.14%	163

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