SWM
BBUS icon

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

Spire 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 		$199K Buy
1,474
+9
+0.6% +$1.18K 0.01% 791
2026
Q1 		$172K Buy
1,465
+190
+15% +$23.3K 0.01% 833
2025
Q4 		$157K Sell
1,275
-81
-6% -$9.91K 0.01% 865
2025
Q3 		$164K Buy
1,356
+120
+10% +$13.9K 0.01% 841
2025
Q2 		$138K Buy
1,236
+809
+189% +$83.7K 0.01% 866
2025
Q1 		$43.1K Buy
427
+212
+99% +$22.5K ﹤0.01% 1332
2024
Q4 		$22.8K Sell
215
-3
-1% -$320 ﹤0.01% 1581
2024
Q3 		$22.6K Buy
218
+9
+4% +$898 ﹤0.01% 1404
2024
Q2 		$20.5K Sell
209
-4
-2% -$378 ﹤0.01% 1434
2024
Q1 		$20.1K Sell
213
-29
-12% -$2.61K ﹤0.01% 1510
2023
Q4 		$21.1K Sell
242
-79
-25% -$6.35K ﹤0.01% 1523
2023
Q3 		$24.7K Sell
321
-23
-7% -$1.84K ﹤0.01% 1420
2023
Q2 		$27.4K Sell
344
-42
-11% -$3.17K ﹤0.01% 1450
2023
Q1 		$28.4K Buy
+386
New +$27.7K ﹤0.01% 1464

Other funds holding BBUS

TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return