MCA
BBUS icon

Magnolia Capital Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Magnolia Capital 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 		$290K Sell
2,151
-2,091
-49% -$273K 0.05% 253
2026
Q1 		$497K Buy
+4,242
New +$520K 0.1% 206

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

Magnolia Capital Advisors's BBUS Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 49% in Q2 2026, selling an estimated $273K and leaving 2,151 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #253.

Magnolia Capital Advisors first reported a position in BBUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $497K in Q1 2026. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Magnolia Capital Advisors held 2,151 shares of JPMorgan BetaBuilders US Equity ETF worth $290K as of Q2 2026.
  • Magnolia Capital Advisors sold 2,091 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $273K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.05% of Magnolia Capital Advisors's portfolio in Q2 2026, its #253 holding.
  • Magnolia Capital Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Magnolia Capital Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $497K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.