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 Q2	$480K	Sell	3,566 -18,984	-84%	-$2.48M	0.14%	137
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 -6,698	-69%	-$668K	0.1%	166
2024 Q2	$957K	Buy	9,757 +736	+8%	+$69.5K	0.56%	52
2024 Q1	$852K	Buy	+9,021	New	+$811K	0.21%	116

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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

Strategic Financial Concepts's BBUS Position: Q2 2026 in Review

Strategic Financial Concepts reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 84% in Q2 2026, selling an estimated $2.48M and leaving 3,566 shares worth $480K. The position accounts for 0.14% of the portfolio, ranked #137.

Strategic Financial Concepts first reported a position in BBUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.64M in Q1 2026. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Strategic Financial Concepts held 3,566 shares of JPMorgan BetaBuilders US Equity ETF worth $480K as of Q2 2026.
Strategic Financial Concepts sold 18,984 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $2.48M.
JPMorgan BetaBuilders US Equity ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q2 2026, its #137 holding.
Strategic Financial Concepts first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Strategic Financial Concepts's JPMorgan BetaBuilders US Equity ETF position peaked at $2.64M in Q1 2026.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.