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OneAscent Financial Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

OneAscent Financial 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
2023
Q1 		– Sell
-3,161
Closed -$217K – 180
2022
Q4 		$217K Buy
+3,161
New +$218K 0.09% 167

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LPL Financial
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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

OneAscent Financial Services's BBUS Position: Q1 2023 in Review

OneAscent Financial Services sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2023, closing a stake of 3,161 shares — an estimated $217K sold.

OneAscent Financial Services first reported a position in BBUS in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 67 funds tracked by Wall St. Rank hold BBUS as of Q1 2023.

  • OneAscent Financial Services reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 3,161 JPMorgan BetaBuilders US Equity ETF shares in Q1 2023, an estimated $217K.
  • OneAscent Financial Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and held it in 1 quarter.
  • OneAscent Financial Services's JPMorgan BetaBuilders US Equity ETF position peaked at $217K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2023.

Based on OneAscent Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.