Truvestments Capital’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Truvestments Capital’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
2023 Q3	–	Sell	-55	Closed	-$4.38K	–	687
2023 Q2	$4.38K	Hold	55	–	–	﹤0.01%	539
2023 Q1	$4.04K	Hold	55	–	–	﹤0.01%	530
2022 Q4	$3.76K	Buy	+55	New	+$3.8K	﹤0.01%	597

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

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truvestments Capital's BBUS Position: Q3 2023 in Review

Truvestments Capital sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2023, closing a stake of 55 shares — an estimated $4.38K sold.

Truvestments Capital first reported a position in BBUS in Q4 2022 and held it in 3 quarters. The position peaked at $4.38K in Q2 2023. 85 funds tracked by Wall St. Rank hold BBUS as of Q3 2023.

Truvestments Capital reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2023 after selling out during the quarter.
Truvestments Capital sold 55 JPMorgan BetaBuilders US Equity ETF shares in Q3 2023, an estimated $4.38K.
Truvestments Capital first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2022 and held it in 3 quarters.
Truvestments Capital's JPMorgan BetaBuilders US Equity ETF position peaked at $4.38K in Q2 2023.
85 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2023.

Based on Truvestments Capital's 13F filing for Q3 2023, filed 13 Nov 2023.