SWP
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Semus Wealth Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Semus Wealth Partners’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
Q1 		$656K Buy
5,601
+173
+3% +$21.2K 0.37% 50
2025
Q4 		$669K Sell
5,428
-559
-9% -$68.4K 0.36% 51
2025
Q3 		$722K Buy
5,987
+224
+4% +$26K 0.41% 47
2025
Q2 		$645K Sell
5,763
-399
-6% -$41.3K 0.42% 48
2025
Q1 		$622K Buy
6,162
+153
+3% +$16.3K 0.43% 47
2024
Q4 		$636K Buy
6,009
+24
+0.4% +$2.56K 0.42% 46
2024
Q3 		$620K Buy
5,985
+779
+15% +$77.7K 0.43% 48
2024
Q2 		$511K Buy
5,206
+705
+16% +$66.6K 0.39% 47
2024
Q1 		$425K Buy
+4,501
New +$405K 0.36% 63

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return