WealthShield Partners’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

WealthShield Partners’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	–	Sell	-388	Closed	-$45.5K	–	401
2026 Q1	$45.5K	Hold	388	–	–	0.01%	453
2025 Q4	$47.8K	Hold	388	–	–	0.01%	436
2025 Q3	$46.8K	Hold	388	–	–	0.01%	433
2025 Q2	$43.4K	Hold	388	–	–	0.01%	429
2025 Q1	$39.1K	Hold	388	–	–	0.01%	423
2024 Q4	$41.1K	Hold	388	–	–	0.01%	388
2024 Q3	$40.2K	Hold	388	–	–	0.01%	392
2024 Q2	$38.1K	Hold	388	–	–	0.01%	365
2024 Q1	$36.6K	Buy	+388	New	+$34.9K	0.01%	359

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 22.9% 1-Year Est. Return

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

CWM

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

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

WealthShield Partners's BBUS Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2026, closing a stake of 388 shares — an estimated $45.5K sold.

WealthShield Partners first reported a position in BBUS in Q1 2024 and held it in 9 quarters. The position peaked at $47.8K in Q4 2025. 231 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

WealthShield Partners reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 388 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $45.5K.
WealthShield Partners first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 9 quarters.
WealthShield Partners's JPMorgan BetaBuilders US Equity ETF position peaked at $47.8K in Q4 2025.
231 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.