SFC
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Strategic Financial Concepts’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Strategic Financial Concepts’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 		$2.64M Buy
22,550
+3,920
+21% +$481K 0.65% 41
2025
Q4 		$2.3M Buy
18,630
+14,901
+400% +$1.82M 2.1% 13
2025
Q3 		$450K Sell
3,729
-495
-12% -$57.5K 0.07% 148
2025
Q2 		$473K Sell
4,224
-11,733
-74% -$1.21M 0.07% 150
2025
Q1 		$1.61M Buy
15,957
+1,993
+14% +$212K 0.3% 69
2024
Q4 		$1.48M Buy
13,964
+10,905
+356% +$1.16M 0.28% 77
2024
Q3 		$317K Sell
3,059
-253,176
-99% -$25.3M 0.1% 166
2024
Q2 		$957K Buy
256,235
+247,214
+2,740% +$23.4M 0.56% 52
2024
Q1 		$852K Buy
+9,021
New +$811K 0.21% 116

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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