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MN Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

MN Wealth 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 		$39.2M Buy
290,843
+37,030
+15% +$4.84M 16.68% 1
2026
Q1 		$29.7M Buy
253,813
+6,594
+3% +$809K 14.47% 1
2025
Q4 		$30.5M Buy
247,219
+14,602
+6% +$1.79M 15.39% 1
2025
Q3 		$28.1M Buy
232,617
+6,608
+3% +$767K 14.99% 1
2025
Q2 		$25.3M Sell
226,009
-44,766
-17% -$4.63M 14.72% 1
2025
Q1 		$27.3M Sell
270,775
-24,289
-8% -$2.58M 16.05% 1
2024
Q4 		$31.3M Sell
295,064
-2,525
-0.8% -$269K 17.59% 1
2024
Q3 		$30.8M Buy
297,589
+23,170
+8% +$2.31M 17.53% 1
2024
Q2 		$26.9M Buy
274,419
+5,182
+2% +$490K 15.62% 1
2024
Q1 		$25.4M Buy
269,237
+17,342
+7% +$1.56M 15.73% 1
2023
Q4 		$21.6M Buy
+251,895
New +$20.2M 14.91% 1

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

MN Wealth Advisors's BBUS Position: Q2 2026 in Review

MN Wealth Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 15% in Q2 2026, buying an estimated $4.84M and bringing the position to 290,843 shares worth $39.2M. The position accounts for 16.68% of the portfolio, ranked #1.

MN Wealth Advisors first reported a position in BBUS in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • MN Wealth Advisors held 290,843 shares of JPMorgan BetaBuilders US Equity ETF worth $39.2M as of Q2 2026.
  • MN Wealth Advisors bought 37,030 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $4.84M.
  • JPMorgan BetaBuilders US Equity ETF made up 16.68% of MN Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • MN Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.