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

LifeSteps Financial’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	$13.7K	Buy	+102	New	+$13.3K	0.01%	353

Other funds holding BBUS

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

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's BBUS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 102 shares worth $13.7K. The stake represents 0.01% of the portfolio and ranks #353 among its holdings.

91 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

LifeSteps Financial held 102 shares of JPMorgan BetaBuilders US Equity ETF worth $13.7K as of Q2 2026.
JPMorgan BetaBuilders US Equity ETF was a new LifeSteps Financial position in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #353 holding.
91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.