PKS Advisory Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

PKS 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
2026 Q2	$558K	Buy	+4,138	New	+$541K	0.09%	205

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

CWM

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

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

PKS Advisory Services's BBUS Position: Q2 2026 in Review

PKS Advisory Services opened a new position in JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026: 4,138 shares worth $558K. The stake represents 0.09% of the portfolio and ranks #205 among its holdings.

228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

PKS Advisory Services held 4,138 shares of JPMorgan BetaBuilders US Equity ETF worth $558K as of Q2 2026.
JPMorgan BetaBuilders US Equity ETF was a new PKS Advisory Services position in Q2 2026.
JPMorgan BetaBuilders US Equity ETF made up 0.09% of PKS Advisory Services's portfolio in Q2 2026, its #205 holding.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.