Prime Capital Investment Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Prime Capital Investment Advisors’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	-2,094	Closed	-$211K	–	976
2025 Q1	$211K	Buy	+2,094	New	+$223K	﹤0.01%	965
2024 Q1	–	Sell	-3,014	Closed	-$259K	–	1019
2023 Q4	$259K	Buy	3,014 +394	+15%	+$31.7K	﹤0.01%	784
2023 Q3	$202K	Buy	+2,620	New	+$210K	﹤0.01%	686
2023 Q1	–	Sell	-2,997	Closed	-$205K	–	563
2022 Q4	$205K	Sell	2,997 -908	-23%	-$62.7K	0.01%	493
2022 Q3	$251K	Sell	3,905 -4,872	-56%	-$348K	0.01%	336
2022 Q2	$595K	Buy	+8,777	New	+$648K	0.04%	206

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

Prime Capital Investment Advisors's BBUS Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2025, closing a stake of 2,094 shares — an estimated $211K sold.

Prime Capital Investment Advisors first reported a position in BBUS in Q2 2022 and held it in 6 quarters. The position peaked at $595K in Q2 2022. 173 funds tracked by Wall St. Rank hold BBUS as of Q2 2025.

Prime Capital Investment Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 2,094 JPMorgan BetaBuilders US Equity ETF shares in Q2 2025, an estimated $211K.
Prime Capital Investment Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2022 and held it in 6 quarters.
Prime Capital Investment Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $595K in Q2 2022.
173 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.