Wells Fargo
BBUS icon

Wells Fargo’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Wells Fargo’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
Q1 		$221K Buy
1,883
+24
+1% +$2.94K ﹤0.01% 4646
2025
Q4 		$229K Sell
1,859
-115
-6% -$14.1K ﹤0.01% 4994
2025
Q3 		$238K Buy
1,974
+570
+41% +$66.2K ﹤0.01% 4839
2025
Q2 		$157K Buy
+1,404
New +$145K ﹤0.01% 4907
2025
Q1 		– Sell
-244
Closed -$25.8K – 7040
2024
Q4 		$25.8K Sell
244
-291
-54% -$31K ﹤0.01% 5695
2024
Q3 		$55.4K Sell
535
-101
-16% -$10.1K ﹤0.01% 5309
2024
Q2 		$62.4K Buy
+636
New +$60.1K ﹤0.01% 5207
2023
Q4 		– Sell
-1,091
Closed -$84.1K – 7592
2023
Q3 		$84.1K Buy
1,091
+1,021
+1,459% +$81.8K ﹤0.01% 4883
2023
Q2 		$5.58K Buy
+70
New +$5.28K ﹤0.01% 6058
2023
Q1 		– Sell
-2,155
Closed -$148K – 7671
2022
Q4 		$148K Sell
2,155
-720
-25% -$49.7K ﹤0.01% 4339
2022
Q3 		$185K Buy
2,875
+2,298
+398% +$164K ﹤0.01% 4287
2022
Q2 		$39K Hold
577
– – ﹤0.01% 5139
2022
Q1 		$47K Buy
+577
New +$46.5K ﹤0.01% 5685

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return