Robertson Stephens Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Robertson Stephens Wealth Management’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	$33.9M	Sell	251,982 -3,668	-1%	-$479K	0.84%	24
2026 Q1	$30M	Sell	255,650 -535,833	-68%	-$65.7M	0.84%	21
2025 Q4	$97.6M	Buy	791,483 +326,521	+70%	+$40M	2.54%	8
2025 Q3	$56.1M	Buy	464,962 +23,732	+5%	+$2.76M	1.69%	12
2025 Q2	$49.4M	Buy	441,230 +165,622	+60%	+$17.1M	1.57%	14
2025 Q1	$27.8M	Buy	275,608 +8,433	+3%	+$897K	0.96%	19
2024 Q4	$28.3M	Buy	267,175 +70,314	+36%	+$7.49M	1%	19
2024 Q3	$20.4M	Buy	+196,861	New	+$19.6M	0.74%	32

Other funds holding BBUS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

KFG

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

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Robertson Stephens Wealth Management's BBUS Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 1.4% in Q2 2026, selling an estimated $479K and leaving 251,982 shares worth $33.9M. The position accounts for 0.84% of the portfolio, ranked #24.

Robertson Stephens Wealth Management first reported a position in BBUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $97.6M in Q4 2025. 91 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Robertson Stephens Wealth Management held 251,982 shares of JPMorgan BetaBuilders US Equity ETF worth $33.9M as of Q2 2026.
Robertson Stephens Wealth Management sold 3,668 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $479K.
JPMorgan BetaBuilders US Equity ETF made up 0.84% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #24 holding.
Robertson Stephens Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $97.6M in Q4 2025.
91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.