N.E.W. Advisory Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

N.E.W. Advisory Services’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
2025 Q2	–	Sell	-600	Closed	-$60.5K	–	846
2025 Q1	$60.5K	Buy	+600	New	+$63.8K	﹤0.01%	329

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

N.E.W. Advisory Services's BBUS Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2025, closing a stake of 600 shares — an estimated $60.5K sold.

N.E.W. Advisory Services first reported a position in BBUS in Q1 2025 and held it in 1 quarter. The position peaked at $60.5K in Q1 2025. 173 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

N.E.W. Advisory Services reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 600 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $60.5K.
N.E.W. Advisory Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's JPMorgan BetaBuilders US Equity ETF position peaked at $60.5K in Q1 2025.
173 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.