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

Kelly Financial Services’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	$619K	Sell	4,597 -64	-1%	-$8.36K	0.13%	62
2026 Q1	$546K	Buy	4,661 +529	+13%	+$64.9K	0.13%	64
2025 Q4	$510K	Buy	4,132 +2	+0%	+$245	0.13%	64
2025 Q3	$498K	Sell	4,130 -125	-3%	-$14.5K	0.13%	62
2025 Q2	$476K	Buy	4,255 +262	+7%	+$27.1K	0.14%	61
2025 Q1	$403K	Buy	3,993 +654	+20%	+$69.5K	0.14%	65
2024 Q4	$354K	Buy	+3,339	New	+$356K	0.13%	73
2024 Q3	–	Sell	-320	Closed	-$31.4K	–	175
2024 Q2	$31.4K	Buy	+320	New	+$30.2K	0.01%	278

Other funds holding BBUS

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

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 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

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 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 $20.4B AUM 18.11% 1-Year Est. Return