WealthTrak Capital Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

WealthTrak Capital Management’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	-63	Closed	-$7.05K	–	165
2025 Q2	$7.05K	Sell	63 -51	-45%	-$5.27K	0.01%	238
2025 Q1	$11.5K	Sell	114 -1	-0.9%	-$106	0.01%	158
2024 Q4	$12.2K	Buy	+115	New	+$12.3K	0.01%	152

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

WealthTrak Capital Management's BBUS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q3 2025, closing a stake of 63 shares — an estimated $7.05K sold.

WealthTrak Capital Management first reported a position in BBUS in Q4 2024 and held it in 3 quarters. The position peaked at $12.2K in Q4 2024. 186 funds tracked by Wall St. Rank hold BBUS as of Q3 2025.

WealthTrak Capital Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 63 JPMorgan BetaBuilders US Equity ETF shares in Q3 2025, an estimated $7.05K.
WealthTrak Capital Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's JPMorgan BetaBuilders US Equity ETF position peaked at $12.2K in Q4 2024.
186 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.