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Shared Vision Wealth Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Shared Vision Wealth Group’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 		$339K Sell
2,897
-13
-0.4% -$1.59K 0.14% 79
2025
Q4 		$364K Sell
2,910
-395
-12% -$48.3K 0.15% 72
2025
Q3 		$400K Sell
3,305
-196
-6% -$22.8K 0.17% 66
2025
Q2 		$401K Buy
3,501
+482
+16% +$49.8K 0.2% 57
2025
Q1 		$305K Buy
3,019
+433
+17% +$46K 0.17% 61
2024
Q4 		$274K Sell
2,586
-84
-3% -$8.95K 0.14% 66
2024
Q3 		$277K Hold
2,670
– – 0.15% 62
2024
Q2 		$262K Buy
2,670
+1
+0% +$94 0.15% 63
2024
Q1 		$252K Sell
2,669
-33
-1% -$2.97K 0.16% 64
2023
Q4 		$232K Buy
+2,702
New +$217K 0.16% 68

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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