KWA
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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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return