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Twin Peaks Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Twin Peaks Wealth Advisors’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 		$2.1M Sell
15,616
-151
-1% -$19.7K 0.48% 52
2026
Q1 		$1.85M Buy
15,767
+2
+0% +$245 0.47% 50
2025
Q4 		$1.97M Buy
15,765
+503
+3% +$61.6K 0.57% 46
2025
Q3 		$1.84M Sell
15,262
-796
-5% -$92.4K 0.63% 39
2025
Q2 		$1.87M Buy
16,058
+451
+3% +$46.6K 0.61% 39
2025
Q1 		$1.52M Buy
15,607
+2,459
+19% +$261K 0.69% 37
2024
Q4 		$1.39M Buy
13,148
+6,056
+85% +$645K 0.59% 42
2024
Q3 		$735K Buy
7,092
+871
+14% +$86.9K 0.34% 60
2024
Q2 		$610K Buy
6,221
+510
+9% +$48.2K 0.3% 66
2024
Q1 		$539K Sell
5,711
-6
-0.1% -$540 0.3% 67
2023
Q4 		$491K Buy
+5,717
New +$460K 0.31% 64

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

Twin Peaks Wealth Advisors's BBUS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 0.96% in Q2 2026, selling an estimated $19.7K and leaving 15,616 shares worth $2.1M. The position accounts for 0.48% of the portfolio, ranked #52.

Twin Peaks Wealth Advisors first reported a position in BBUS in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • Twin Peaks Wealth Advisors held 15,616 shares of JPMorgan BetaBuilders US Equity ETF worth $2.1M as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 151 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $19.7K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.48% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.