Kingswood Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Kingswood Wealth Advisors’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	$1.16M	Sell	8,577 -1,277	-13%	-$167K	0.05%	374
2026 Q1	$1.15M	Sell	9,854 -650	-6%	-$79.7K	0.05%	348
2025 Q4	$1.3M	Buy	10,504 +162	+2%	+$19.8K	0.06%	300
2025 Q3	$1.25M	Sell	10,342 -2,324	-18%	-$270K	0.08%	269
2025 Q2	$1.42M	Buy	12,666 +387	+3%	+$40K	0.11%	193
2025 Q1	$1.24M	Buy	12,279 +2,088	+20%	+$222K	0.11%	211
2024 Q4	$1.08M	Buy	10,191 +1,530	+18%	+$163K	0.08%	255
2024 Q3	$897K	Buy	8,661 +5,619	+185%	+$561K	0.06%	321
2024 Q2	$299K	Buy	+3,042	New	+$287K	0.03%	521

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

Kingswood Wealth Advisors's BBUS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 13% in Q2 2026, selling an estimated $167K and leaving 8,577 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #374.

Kingswood Wealth Advisors first reported a position in BBUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q2 2025. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Kingswood Wealth Advisors held 8,577 shares of JPMorgan BetaBuilders US Equity ETF worth $1.16M as of Q2 2026.
Kingswood Wealth Advisors sold 1,277 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $167K.
JPMorgan BetaBuilders US Equity ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #374 holding.
Kingswood Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $1.42M in Q2 2025.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.