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 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's BBUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 15% in Q2 2026, selling an estimated $99.6K and leaving 4,477 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Wealth Enhancement Advisory Services first reported a position in BBUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1M in Q4 2024. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

Wealth Enhancement Advisory Services held 4,477 shares of JPMorgan BetaBuilders US Equity ETF worth $609K as of Q2 2026.
Wealth Enhancement Advisory Services sold 762 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $99.6K.
JPMorgan BetaBuilders US Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2499 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's JPMorgan BetaBuilders US Equity ETF position peaked at $1M in Q4 2024.
228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.