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

Kelly 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 Q2	$70.8M	Buy	525,852 +28,061	+6%	+$3.67M	15.74%	1
2026 Q1	$58.3M	Sell	497,791 -17,562	-3%	-$2.15M	14.67%	1
2025 Q4	$63.5M	Buy	515,353 +20,123	+4%	+$2.46M	16.15%	1
2025 Q3	$59.8M	Buy	495,230 +8,553	+2%	+$993K	15.85%	1
2025 Q2	$54.5M	Buy	486,677 +49,316	+11%	+$5.1M	15.76%	1
2025 Q1	$44.1M	Buy	437,361 +41,444	+10%	+$4.41M	13.79%	1
2024 Q4	$41.9M	Buy	+395,917	New	+$42.2M	14.91%	1

Other funds holding BBUS

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return