IFG
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Independent Financial Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Independent Financial Group’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
Q3 		$912K Buy
6,627
+222
+3% +$30.4K 0.02% 721
2026
Q2 		$863K Buy
6,405
+832
+15% +$109K 0.02% 753
2026
Q1 		$653K Buy
5,573
+1,506
+37% +$185K 0.01% 803
2025
Q4 		$501K Buy
+4,067
New +$498K 0.01% 895

Other funds holding BBUS

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Independent Financial Group's BBUS Position: Q3 2026 in Review

Independent Financial Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 3.5% in Q3 2026, buying an estimated $30.4K and bringing the position to 6,627 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #721.

Independent Financial Group first reported a position in BBUS in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Independent Financial Group held 6,627 shares of JPMorgan BetaBuilders US Equity ETF worth $912K as of Q3 2026.
  • Independent Financial Group bought 222 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $30.4K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #721 holding.
  • Independent Financial Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.