MBM Wealth Consultants’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

MBM Wealth Consultants’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	-2,125	Closed	-$157K	–	114
2023 Q1	$157K	Hold	2,125	–	–	0.06%	113
2022 Q4	$157K	Buy	+2,125	New	+$147K	0.07%	100

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

MBM Wealth Consultants's BBUS Position: Q2 2023 in Review

MBM Wealth Consultants sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2023, closing a stake of 2,125 shares — an estimated $157K sold.

MBM Wealth Consultants first reported a position in BBUS in Q4 2022 and held it in 2 quarters. The position peaked at $157K in Q1 2023. 71 funds tracked by Wall St. Rank hold BBUS as of Q2 2023.

MBM Wealth Consultants reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 2,125 JPMorgan BetaBuilders US Equity ETF shares in Q2 2023, an estimated $157K.
MBM Wealth Consultants first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and held it in 2 quarters.
MBM Wealth Consultants's JPMorgan BetaBuilders US Equity ETF position peaked at $157K in Q1 2023.
71 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.