IHT Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

IHT Wealth 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	$1.66M	Sell	12,298 -587	-5%	-$76.7K	0.04%	453
2026 Q1	$1.51M	Buy	12,885 +10,619	+469%	+$1.3M	0.04%	449
2025 Q4	$279K	Sell	2,266 -26	-1%	-$3.18K	0.01%	985
2025 Q3	$277K	Buy	+2,292	New	+$266K	0.01%	962

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

IHT Wealth Management's BBUS Position: Q2 2026 in Review

IHT Wealth Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 4.6% in Q2 2026, selling an estimated $76.7K and leaving 12,298 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #453.

IHT Wealth Management first reported a position in BBUS in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

IHT Wealth Management held 12,298 shares of JPMorgan BetaBuilders US Equity ETF worth $1.66M as of Q2 2026.
IHT Wealth Management sold 587 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $76.7K.
JPMorgan BetaBuilders US Equity ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #453 holding.
IHT Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2025 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.