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Money Concepts Capital’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-70
Closed -$4.8K – 677
2022
Q4 		$4.8K Buy
+70
New +$4.83K ﹤0.01% 2359

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Money Concepts Capital's BBUS Position: Q1 2023 in Review

Money Concepts Capital sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2023, closing a stake of 70 shares — an estimated $4.8K sold.

Money Concepts Capital first reported a position in BBUS in Q4 2022 and held it in 1 quarter. The position peaked at $4.8K in Q4 2022. 67 funds tracked by Wall St. Rank hold BBUS as of Q1 2023.

  • Money Concepts Capital reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 70 JPMorgan BetaBuilders US Equity ETF shares in Q1 2023, an estimated $4.8K.
  • Money Concepts Capital first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's JPMorgan BetaBuilders US Equity ETF position peaked at $4.8K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.