MN Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Sell |
226,009
-44,766
| -17% | -$5.01M | 14.72% | 1 |
|
|
2025
Q1 | $27.3M | Sell |
270,775
-24,289
| -8% | -$2.45M | 16.05% | 1 |
|
|
2024
Q4 | $31.3M | Sell |
295,064
-2,525
| -0.8% | -$267K | 17.59% | 1 |
|
|
2024
Q3 | $30.8M | Buy |
297,589
+23,170
| +8% | +$2.4M | 17.53% | 1 |
|
|
2024
Q2 | $26.9M | Buy |
274,419
+5,182
| +2% | +$508K | 15.62% | 1 |
|
|
2024
Q1 | $25.4M | Buy |
269,237
+17,342
| +7% | +$1.64M | 15.73% | 1 |
|
|
2023
Q4 | $21.6M | Buy |
+251,895
| New | +$21.6M | 14.91% | 1 |
|