Investors Research Corp’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Investors Research Corp’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
2023 Q3	–	Sell	-21	Closed	-$1.67K	–	1079
2023 Q2	$1.67K	Hold	21	–	–	﹤0.01%	977
2023 Q1	$1.54K	Buy	+21	New	+$1.5K	﹤0.01%	1010

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

VAS

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Investors Research Corp's BBUS Position: Q3 2023 in Review

Investors Research Corp sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2023, closing a stake of 21 shares — an estimated $1.67K sold.

Investors Research Corp first reported a position in BBUS in Q1 2023 and held it in 2 quarters. The position peaked at $1.67K in Q2 2023. 85 funds tracked by Wall St. Rank hold BBUS as of Q3 2023.

Investors Research Corp reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2023 after selling out during the quarter.
Investors Research Corp sold 21 JPMorgan BetaBuilders US Equity ETF shares in Q3 2023, an estimated $1.67K.
Investors Research Corp first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and held it in 2 quarters.
Investors Research Corp's JPMorgan BetaBuilders US Equity ETF position peaked at $1.67K in Q2 2023.
85 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2023.

Based on Investors Research Corp's 13F filing for Q3 2023, filed 1 Nov 2023.