Mach-1 Financial Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-14	Closed	-$1.03M	–	202
2023 Q1	$1.03M	Buy	+14	New	+$1K	0.01%	243
2022 Q4	–	Sell	-14	Closed	–	–	187
2022 Q3	$0	Hold	14	–	–	﹤0.01%	386
2022 Q2	$0	Buy	+14	New	+$1.03K	﹤0.01%	400

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mach-1 Financial Group's BBUS Position: Q2 2023 in Review

Mach-1 Financial Group sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2023, closing a stake of 14 shares — an estimated $1.03M sold.

Mach-1 Financial Group first reported a position in BBUS in Q2 2022 and held it in 3 quarters. The position peaked at $1.03M in Q1 2023. 71 funds tracked by Wall St. Rank hold BBUS as of Q2 2023.

Mach-1 Financial Group reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 14 JPMorgan BetaBuilders US Equity ETF shares in Q2 2023, an estimated $1.03M.
Mach-1 Financial Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's JPMorgan BetaBuilders US Equity ETF position peaked at $1.03M in Q1 2023.
71 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.