Wealth Enhancement Advisory Services
BBUS icon

Wealth Enhancement Advisory Services’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$906K Buy
6,477
+2,000
+45% +$274K ﹤0.01% 2269
2026
Q2 		$609K Sell
4,477
-762
-15% -$99.6K ﹤0.01% 2499
2026
Q1 		$619K Sell
5,239
-171
-3% -$21K ﹤0.01% 2155
2025
Q4 		$677K Sell
5,410
-312
-5% -$38.2K ﹤0.01% 2244
2025
Q3 		$694K Sell
5,722
-643
-10% -$74.7K ﹤0.01% 2112
2025
Q2 		$721K Sell
6,365
-1,354
-18% -$140K ﹤0.01% 1950
2025
Q1 		$779K Sell
7,719
-1,731
-18% -$184K ﹤0.01% 1750
2024
Q4 		$1M Buy
9,450
+197
+2% +$21K ﹤0.01% 1547
2024
Q3 		$958K Sell
9,253
-425
-4% -$42.4K ﹤0.01% 1427
2024
Q2 		$950K Buy
9,678
+205
+2% +$19.4K ﹤0.01% 1306
2024
Q1 		$894K Buy
+9,473
New +$852K ﹤0.01% 1287

Other funds holding BBUS

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's BBUS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 45% in Q3 2026, buying an estimated $274K and bringing the position to 6,477 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Wealth Enhancement Advisory Services first reported a position in BBUS in Q1 2024 and has held it in 11 quarters since. The position peaked at $1M in Q4 2024. 18 funds tracked by Wall St. Rank hold BBUS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 6,477 shares of JPMorgan BetaBuilders US Equity ETF worth $906K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,000 JPMorgan BetaBuilders US Equity ETF shares in Q3 2026, an estimated $274K.
  • JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2269 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan BetaBuilders US Equity ETF position peaked at $1M in Q4 2024.
  • 18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.