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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.42M	Buy	12,666 +387	+3%	+$43.3K	0.11%	193
2025 Q1	$1.24M	Buy	12,279 +2,088	+20%	+$211K	0.11%	211
2024 Q4	$1.08M	Buy	10,191 +1,530	+18%	+$162K	0.08%	255
2024 Q3	$897K	Buy	8,661 +5,619	+185%	+$582K	0.06%	321
2024 Q2	$299K	Buy	+3,042	New	+$299K	0.03%	521