Kestra Advisory Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Kestra Advisory 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	$452K	Sell	3,355 -3,698	-52%	-$483K	﹤0.01%	2416
2026 Q1	$827K	Buy	7,053 +4,632	+191%	+$568K	﹤0.01%	1864
2025 Q4	$299K	Buy	2,421 +4	+0.2%	+$490	﹤0.01%	2542
2025 Q3	$292K	Buy	2,417 +240	+11%	+$27.9K	﹤0.01%	2468
2025 Q2	$244K	Buy	2,177 +3	+0.1%	+$310	﹤0.01%	2523
2025 Q1	$219K	Sell	2,174 -463	-18%	-$49.2K	﹤0.01%	2414
2024 Q4	$279K	Buy	2,637 +440	+20%	+$46.9K	﹤0.01%	2277
2024 Q3	$228K	Buy	+2,197	New	+$219K	﹤0.01%	2284

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

CWM

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

TWG

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

Kestra Advisory Services's BBUS Position: Q2 2026 in Review

Kestra Advisory Services reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 52% in Q2 2026, selling an estimated $483K and leaving 3,355 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Kestra Advisory Services first reported a position in BBUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $827K in Q1 2026. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Kestra Advisory Services held 3,355 shares of JPMorgan BetaBuilders US Equity ETF worth $452K as of Q2 2026.
Kestra Advisory Services sold 3,698 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $483K.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2416 holding.
Kestra Advisory Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Advisory Services's JPMorgan BetaBuilders US Equity ETF position peaked at $827K in Q1 2026.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.