Sound Income Strategies’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Sound Income Strategies’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	–	Sell	-172	Closed	-$20.3K	–	662
2026 Q1	$20.3K	Hold	172	–	–	﹤0.01%	1173
2025 Q4	$21.5K	Hold	172	–	–	﹤0.01%	1123
2025 Q3	$20.9K	Hold	172	–	–	﹤0.01%	797
2025 Q2	$19.3K	Hold	172	–	–	﹤0.01%	754
2025 Q1	$17.4K	Hold	172	–	–	﹤0.01%	752
2024 Q4	$18.2K	Hold	172	–	–	﹤0.01%	694
2024 Q3	$17.8K	Hold	172	–	–	﹤0.01%	665
2024 Q2	$16.9K	Buy	+172	New	+$16.2K	﹤0.01%	671

Other funds holding BBUS

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Sound Income Strategies's BBUS Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 172 shares — an estimated $20.3K sold.

Sound Income Strategies first reported a position in BBUS in Q2 2024 and held it in 8 quarters. The position peaked at $21.5K in Q4 2025. 123 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Sound Income Strategies reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 172 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $20.3K.
Sound Income Strategies first reported a position in JPMorgan BetaBuilders US Equity ETF in Q2 2024 and held it in 8 quarters.
Sound Income Strategies's JPMorgan BetaBuilders US Equity ETF position peaked at $21.5K in Q4 2025.
123 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.