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

WCG 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
2025 Q3	–	Sell	-10,364	Closed	-$1.16M	–	334
2025 Q2	$1.16M	Sell	10,364 -349	-3%	-$36.1K	0.08%	211
2025 Q1	$1.08M	Sell	10,713 -1,098	-9%	-$117K	0.08%	188
2024 Q4	$1.25M	Sell	11,811 -274	-2%	-$29.2K	0.08%	188
2024 Q3	$1.25M	Buy	+12,085	New	+$1.21M	0.08%	201

Other funds holding BBUS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

VAS

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

CWM

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

WCG Wealth Advisors's BBUS Position: Q3 2025 in Review

WCG Wealth Advisors sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2025, closing a stake of 10,364 shares — an estimated $1.16M sold.

WCG Wealth Advisors first reported a position in BBUS in Q3 2024 and held it in 4 quarters. The position peaked at $1.25M in Q3 2024. 186 funds tracked by Wall St. Rank hold BBUS as of Q3 2025.

WCG Wealth Advisors reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2025 after selling out during the quarter.
WCG Wealth Advisors sold 10,364 JPMorgan BetaBuilders US Equity ETF shares in Q3 2025, an estimated $1.16M.
WCG Wealth Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q3 2024 and held it in 4 quarters.
WCG Wealth Advisors's JPMorgan BetaBuilders US Equity ETF position peaked at $1.25M in Q3 2024.
186 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2025.

Based on WCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.