Mascagni Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Mascagni Wealth Management’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	$229K	Buy	+1,703	New	+$223K	0.14%	129
2026 Q1	–	Sell	-1,677	Closed	-$207K	–	128
2025 Q4	$207K	Sell	1,677 -107	-6%	-$13.1K	0.15%	121
2025 Q3	$215K	Sell	1,784 -200	-10%	-$23.2K	0.17%	118
2025 Q2	$222K	Sell	1,984 -1,047	-35%	-$108K	0.19%	111
2025 Q1	$306K	Hold	3,031	–	–	0.3%	84
2024 Q4	$306K	Buy	+3,031	New	+$323K	0.3%	84

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

Mascagni Wealth Management's BBUS Position: Q2 2026 in Review

Mascagni Wealth Management opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 1,703 shares worth $229K. The stake represents 0.14% of the portfolio and ranks #129 among its holdings. This is a return to the name: Mascagni Wealth Management previously reported a position in BBUS as recently as Q4 2025.

Mascagni Wealth Management first reported a position in BBUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q1 2025. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Mascagni Wealth Management held 1,703 shares of JPMorgan BetaBuilders US Equity ETF worth $229K as of Q2 2026.
JPMorgan BetaBuilders US Equity ETF was a new Mascagni Wealth Management position in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.14% of Mascagni Wealth Management's portfolio in Q2 2026, its #129 holding.
Mascagni Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Mascagni Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $306K in Q1 2025.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.