Triad Wealth Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Triad Wealth Partners’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	$5.22M	Buy	38,218 +6	+0%	+$784	0.31%	62
2026 Q1	$4.48M	Buy	38,212 +6,690	+21%	+$821K	0.35%	63
2025 Q4	$3.89M	Buy	31,522 +20,125	+177%	+$2.46M	0.37%	63
2025 Q3	$1.38M	Buy	11,397 +532	+5%	+$61.8K	0.18%	89
2025 Q2	$1.22M	Buy	10,865 +85	+0.8%	+$8.79K	0.25%	71
2025 Q1	$1.09M	Buy	+10,780	New	+$1.15M	0.34%	53

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

Triad Wealth Partners's BBUS Position: Q2 2026 in Review

Triad Wealth Partners increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.02% in Q2 2026, buying an estimated $784 and bringing the position to 38,218 shares worth $5.22M. The position accounts for 0.31% of the portfolio, ranked #62.

Triad Wealth Partners first reported a position in BBUS in Q1 2025 and has held it in 6 quarters since. 230 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Triad Wealth Partners held 38,218 shares of JPMorgan BetaBuilders US Equity ETF worth $5.22M as of Q2 2026.
Triad Wealth Partners bought 6 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $784.
JPMorgan BetaBuilders US Equity ETF made up 0.31% of Triad Wealth Partners's portfolio in Q2 2026, its #62 holding.
Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2025 and has held it in 6 quarters since.
230 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.