KFA Private Wealth Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

KFA Private Wealth 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 Q3	$938K	Buy	6,816 +836	+14%	+$115K	0.22%	52
2026 Q2	$806K	Buy	5,980 +31	+0.5%	+$4.05K	0.19%	57
2026 Q1	$697K	Buy	5,949 +2,851	+92%	+$350K	0.17%	65
2025 Q4	$382K	Buy	3,098 +951	+44%	+$116K	0.09%	101
2025 Q3	$259K	Sell	2,147 -65	-3%	-$7.55K	0.07%	121
2025 Q2	$248K	Buy	+2,212	New	+$229K	0.08%	119

Other funds holding BBUS

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

KFA Private Wealth Group's BBUS Position: Q3 2026 in Review

KFA Private Wealth Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 14% in Q3 2026, buying an estimated $115K and bringing the position to 6,816 shares worth $938K. The position accounts for 0.22% of the portfolio, ranked #52.

KFA Private Wealth Group first reported a position in BBUS in Q2 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

KFA Private Wealth Group held 6,816 shares of JPMorgan BetaBuilders US Equity ETF worth $938K as of Q3 2026.
KFA Private Wealth Group bought 836 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $115K.
JPMorgan BetaBuilders US Equity ETF made up 0.22% of KFA Private Wealth Group's portfolio in Q3 2026, its #52 holding.
KFA Private Wealth Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.