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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
Q2 		$882K Buy
7,081
+842
+13% +$110K 0.01% 744
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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Envestnet Asset Management
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

World Investment Advisors's BBUS Position: Q2 2026 in Review

World Investment Advisors increased its JPMorgan BetaBuilders US Equity ETF (BBUS) stake by 13% in Q2 2026, buying an estimated $110K and bringing the position to 7,081 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #744.

World Investment Advisors first reported a position in BBUS in Q1 2024 and has held it in 9 quarters since. 228 funds tracked by Wall St. Rank hold BBUS as of Q2 2026.

  • World Investment Advisors held 7,081 shares of JPMorgan BetaBuilders US Equity ETF worth $882K as of Q2 2026.
  • World Investment Advisors bought 842 JPMorgan BetaBuilders US Equity ETF shares in Q2 2026, an estimated $110K.
  • JPMorgan BetaBuilders US Equity ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #744 holding.
  • World Investment Advisors first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 228 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.