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Twelve Points Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Twelve Points Wealth Management’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
2022
Q1 		– Sell
-3,437
Closed -$297K – 173
2021
Q4 		$297K Buy
+3,437
New +$289K 0.24% 129

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
IA
Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Twelve Points Wealth Management's BBUS Position: Q1 2022 in Review

Twelve Points Wealth Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2022, closing a stake of 3,437 shares — an estimated $297K sold.

Twelve Points Wealth Management first reported a position in BBUS in Q4 2021 and held it in 1 quarter. The position peaked at $297K in Q4 2021. 48 funds tracked by Wall St. Rank hold BBUS as of Q1 2022.

  • Twelve Points Wealth Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Twelve Points Wealth Management sold 3,437 JPMorgan BetaBuilders US Equity ETF shares in Q1 2022, an estimated $297K.
  • Twelve Points Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2021 and held it in 1 quarter.
  • Twelve Points Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $297K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2022.

Based on Twelve Points Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.