Legacy Edge Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Legacy Edge 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	$305K	Sell	2,722 -34,482	-93%	-$4.51M	0.04%	165
2026 Q1	$4.36M	Buy	37,204 +11,384	+44%	+$1.4M	0.46%	43
2025 Q4	$3.18M	Buy	+25,820	New	+$3.16M	0.35%	45

Other funds holding BBUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Legacy Edge Advisors's BBUS Position: Q2 2026 in Review

Legacy Edge Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 93% in Q2 2026, selling an estimated $4.51M and leaving 2,722 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #165.

Legacy Edge Advisors first reported a position in BBUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.36M in Q1 2026. 145 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Legacy Edge Advisors held 2,722 shares of JPMorgan BetaBuilders US Equity ETF worth $305K as of Q2 2026.
Legacy Edge Advisors sold 34,482 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $4.51M.
JPMorgan BetaBuilders US Equity ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #165 holding.
Legacy Edge Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2025 and has held it in 3 quarters since.
Legacy Edge Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $4.36M in Q1 2026.
145 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.