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Next Financial Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-64
Closed -$3K – 711
2020
Q1 		$3K Sell
64
-100
-61% -$5.51K ﹤0.01% 1814
2019
Q4 		$10K Buy
164
+4
+3% +$222 ﹤0.01% 1758
2019
Q3 		$9K Hold
160
– – ﹤0.01% 1728
2019
Q2 		$8K Buy
+160
New +$8.31K ﹤0.01% 1739

Other funds holding BBUS

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's BBUS Position: Q2 2020 in Review

Next Financial Group sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2020, closing a stake of 64 shares — an estimated $3K sold.

Next Financial Group first reported a position in BBUS in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 12 funds tracked by Wall St. Rank hold BBUS as of Q2 2020.

  • Next Financial Group reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 64 JPMorgan BetaBuilders US Equity ETF shares in Q2 2020, an estimated $3K.
  • Next Financial Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2019 and held it in 4 quarters.
  • Next Financial Group's JPMorgan BetaBuilders US Equity ETF position peaked at $10K in Q4 2019.
  • 12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.