WIA
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World Investment Advisors’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

World Investment Advisors’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 		$731K Buy
6,239
+338
+6% +$41.5K 0.01% 819
2025
Q4 		$728K Buy
5,901
+2,064
+54% +$253K 0.01% 793
2025
Q3 		$463K Buy
3,837
+148
+4% +$17.2K 0.01% 815
2025
Q2 		$413K Sell
3,689
-914
-20% -$94.5K 0.01% 799
2025
Q1 		$464K Buy
4,603
+1,217
+36% +$129K 0.01% 717
2024
Q4 		$359K Buy
3,386
+585
+21% +$62.3K 0.01% 763
2024
Q3 		$290K Buy
+2,801
New +$279K 0.01% 750
2024
Q2 		– Sell
-6,654
Closed -$628K – 621
2024
Q1 		$628K Buy
+6,654
New +$598K 0.09% 186

Other funds holding BBUS

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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