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

The 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 Q3	$89.2M	Buy	641,322 +12,805	+2%	+$1.75M	16.51%	2
2026 Q2	$84.7M	Buy	628,517 +38,509	+7%	+$5.03M	16.2%	2
2026 Q1	$69.1M	Buy	590,008 +45,989	+8%	+$5.64M	15.75%	2
2025 Q4	$67.1M	Buy	544,019 +166,193	+44%	+$20.3M	15.01%	2
2025 Q3	$45.6M	Buy	377,826 +156,872	+71%	+$18.2M	10.55%	2
2025 Q2	$24.7M	Buy	220,954 +171,866	+350%	+$17.8M	6.3%	4
2025 Q1	$4.95M	Buy	+49,088	New	+$5.22M	1.45%	10

Other funds holding BBUS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Alpha Advisors Richmond, Virginia $137M AUM 14.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

The Wealth Group's BBUS Position: Q3 2026 in Review

The Wealth Group increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 2% in Q3 2026, buying an estimated $1.75M and bringing the position to 641,322 shares worth $89.2M. The position accounts for 16.51% of the portfolio, ranked #2.

The Wealth Group first reported a position in BBUS in Q1 2025 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

The Wealth Group held 641,322 shares of JPMorgan BetaBuilders US Equity ETF worth $89.2M as of Q3 2026.
The Wealth Group bought 12,805 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $1.75M.
JPMorgan BetaBuilders US Equity ETF made up 16.51% of The Wealth Group's portfolio in Q3 2026, its #2 holding.
The Wealth Group first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.