Twin Peaks Wealth Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
16,058
+451
| +3% | +$52.5K | 0.61% | 39 |
|
|
2025
Q1 | $1.52M | Buy |
15,607
+2,459
| +19% | +$239K | 0.69% | 37 |
|
|
2024
Q4 | $1.39M | Buy |
13,148
+6,056
| +85% | +$641K | 0.59% | 42 |
|
|
2024
Q3 | $735K | Buy |
7,092
+871
| +14% | +$90.2K | 0.34% | 60 |
|
|
2024
Q2 | $610K | Buy |
6,221
+510
| +9% | +$50K | 0.3% | 66 |
|
|
2024
Q1 | $539K | Sell |
5,711
-6
| -0.1% | -$567 | 0.3% | 67 |
|
|
2023
Q4 | $491K | Buy |
+5,717
| New | +$491K | 0.31% | 64 |
|