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

LGT Financial 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	$115K	Buy	850 +61	+8%	+$7.97K	0.61%	30
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

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

LGT Financial Advisors's BBUS Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 7.7% in Q2 2026, buying an estimated $7.97K and bringing the position to 850 shares worth $115K. The position accounts for 0.61% of the portfolio, ranked #30.

LGT Financial Advisors first reported a position in BBUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $122K in Q3 2025. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

LGT Financial Advisors held 850 shares of JPMorgan BetaBuilders US Equity ETF worth $115K as of Q2 2026.
LGT Financial Advisors bought 61 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $7.97K.
JPMorgan BetaBuilders US Equity ETF made up 0.61% of LGT Financial Advisors's portfolio in Q2 2026, its #30 holding.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2023 and has held it in 14 quarters since.
LGT Financial Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $122K in Q3 2025.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.