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

SFG 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
2022 Q2	–	Sell	-52,057	Closed	-$4.26M	–	83
2022 Q1	$4.26M	Buy	52,057 +18,314	+54%	+$1.48M	3.99%	5
2021 Q4	$2.92M	Buy	+33,743	New	+$2.83M	2.59%	9

Other funds holding BBUS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SFG Wealth Management's BBUS Position: Q2 2022 in Review

SFG Wealth Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2022, closing a stake of 52,057 shares — an estimated $4.26M sold.

SFG Wealth Management first reported a position in BBUS in Q4 2021 and held it in 2 quarters. The position peaked at $4.26M in Q1 2022. 50 funds tracked by Wall St. Rank hold BBUS as of Q2 2022.

SFG Wealth Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2022 after selling out during the quarter.
SFG Wealth Management sold 52,057 JPMorgan BetaBuilders US Equity ETF shares in Q2 2022, an estimated $4.26M.
SFG Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2021 and held it in 2 quarters.
SFG Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $4.26M in Q1 2022.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2022.

Based on SFG Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.