Lake Street Private Wealth’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Lake Street Private Wealth’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	$6.86M	Sell	50,929 -2,921	-5%	-$382K	0.78%	38
2026 Q1	$6.31M	Buy	53,850 +2,058	+4%	+$252K	0.8%	38
2025 Q4	$6.39M	Buy	51,792 +5,093	+11%	+$623K	0.78%	37
2025 Q3	$5.63M	Buy	46,699 +2,486	+6%	+$289K	0.73%	40
2025 Q2	$4.95M	Sell	44,213 -3,446	-7%	-$356K	0.7%	46
2025 Q1	$4.81M	Buy	47,659 +759	+2%	+$80.7K	0.78%	41
2024 Q4	$4.97M	Buy	46,900 +4,814	+11%	+$513K	0.79%	36
2024 Q3	$4.36M	Buy	42,086 +6,585	+19%	+$657K	0.7%	40
2024 Q2	$3.48M	Sell	35,501 -1,267	-3%	-$120K	0.45%	57
2024 Q1	$3.47M	Buy	36,768 +1,165	+3%	+$105K	0.48%	56
2023 Q4	$3.06M	Buy	35,603 +2,807	+9%	+$226K	0.48%	57
2023 Q3	$2.54M	Buy	32,796 +4,184	+15%	+$335K	0.46%	67
2023 Q2	$2.28M	Sell	28,612 -560	-2%	-$42.2K	0.4%	77
2023 Q1	$2.15M	Buy	29,172 +2,087	+8%	+$150K	0.4%	75
2022 Q4	$1.86M	Buy	27,085 +5,362	+25%	+$370K	0.38%	79
2022 Q3	$1.4M	Sell	21,723 -1,269	-6%	-$90.7K	0.32%	92
2022 Q2	$1.56M	Buy	22,992 +17,152	+294%	+$1.27M	0.33%	89
2022 Q1	$478K	Buy	+5,840	New	+$471K	0.09%	189

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

Lake Street Private Wealth's BBUS Position: Q2 2026 in Review

Lake Street Private Wealth reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 5.4% in Q2 2026, selling an estimated $382K and leaving 50,929 shares worth $6.86M. The position accounts for 0.78% of the portfolio, ranked #38.

Lake Street Private Wealth first reported a position in BBUS in Q1 2022 and has held it in 18 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Lake Street Private Wealth held 50,929 shares of JPMorgan BetaBuilders US Equity ETF worth $6.86M as of Q2 2026.
Lake Street Private Wealth sold 2,921 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $382K.
JPMorgan BetaBuilders US Equity ETF made up 0.78% of Lake Street Private Wealth's portfolio in Q2 2026, its #38 holding.
Lake Street Private Wealth first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2022 and has held it in 18 quarters since.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.