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MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

MLG Wealth Management DBA Pine Grove 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
2025
Q4 		$10.4M Buy
+84,409
New +$10.3M 1.26% 25

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's BBUS Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q4 2025: 84,409 shares worth $10.4M. The stake represents 1.26% of the portfolio and ranks #25 among its holdings.

218 funds tracked by Wall St. Rank hold BBUS as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 84,409 shares of JPMorgan BetaBuilders US Equity ETF worth $10.4M as of Q4 2025.
  • JPMorgan BetaBuilders US Equity ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan BetaBuilders US Equity ETF made up 1.26% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #25 holding.
  • 218 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.