LGT Financial Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$92.4K	Buy	789 +44	+6%	+$5.4K	0.47%	35
2025 Q4	$91.9K	Sell	745 -265	-26%	-$32.4K	0.56%	37
2025 Q3	$122K	Buy	1,010 +123	+14%	+$14.3K	0.26%	73
2025 Q2	$99.2K	Buy	887 +1	+0.1%	+$103	0.25%	75
2025 Q1	$89.3K	Buy	886 +41	+5%	+$4.36K	0.27%	81
2024 Q4	$89.5K	Buy	845 +161	+24%	+$17.2K	0.2%	104
2024 Q3	$70.9K	Buy	684 +34	+5%	+$3.39K	0.17%	93
2024 Q2	$63.8K	Buy	650 +249	+62%	+$23.5K	0.13%	131
2024 Q1	$37.9K	Sell	401 -73	-15%	-$6.57K	0.04%	260
2023 Q4	$40.7K	Sell	474 -238	-33%	-$19.1K	0.05%	237
2023 Q3	$54.9K	Sell	712 -165	-19%	-$13.2K	0.07%	209
2023 Q2	$69.9K	Buy	877 +734	+513%	+$55.3K	0.07%	149
2023 Q1	$10.5K	Buy	+143	New	+$10.2K	0.02%	93