IFG Advisory, LLC BBUS — JPMORGAN BETABUILDERS

Ownership history in IFG Advisory, LLC  ·  14 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported JPMORGAN BETABUILDERS (BBUS) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.09% in 2024 Q3. The latest visible filing shows BBUS at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in JPMORGAN BETABUILDERS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BBUS was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBUS stock page IFG Advisory, LLC fund profile IFG Advisory, LLC full holdings
How IFG Advisory, LLC held BBUS — position size vs. price
% of Fund (quarterly)    BBUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.3% -4.7% ✅ 112,811 -22,029 -16.3% 0.61% $13.9M 2026-02-10 $124.52
2025 Q3 ADDED — — — 134,840 +1,173 +0.9% 0.74% $16.3M 2025-11-12 $123.05
2025 Q2 REDUCED 25.6% +7.8% ❌ 133,667 -46,047 -25.6% 0.75% $15.0M 2025-08-04 $113.38
2025 Q1 ADDED — — — 179,714 +122 +0.1% 1.00% $18.1M 2025-05-08 $101.05
2024 Q4 ADDED — — — 179,592 +14,822 +9.0% 1.08% $19.0M 2025-02-14 $108.93
2024 Q3 ADDED — — — 164,770 +52,909 +47.3% 1.09% $17.1M 2024-10-30 $102.91
2024 Q2 REDUCED 18.1% +5.9% ❌ 111,861 -24,775 -18.1% 0.70% $11.0M 2024-07-30 $95.77
2024 Q1 ADDED — — — 136,636 +31,055 +29.4% 0.96% $12.9M 2024-05-06 $91.12
2023 Q4 REDUCED 25.7% +10.1% ❌ 105,581 -36,597 -25.7% 0.66% $9.1M 2024-01-17 $83.09
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBUS

As of 2026 Q1 — sorted by position size

Wealth Group Ltd 15.75% KELLY FINANCIAL GROUP LLC 14.67% MN Wealth Advisors, LLC 14.47% Bravias Capital Group, LLC 8.71% Elevation Wealth Management LLC 6.98% LOCKERMAN FINANCIAL GROUP, INC. 3Y 6.27% 5T Wealth, LLC 6.02% DRIVE WEALTH MANAGEMENT, LLC 3Y 4.17% Cornerstone Wealth Management, LLC 3Y 7Y 3.95% FLORIDA FINANCIAL ADVISORS, LLC 2.87%

FAQ About IFG Advisory, LLC and BBUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFG Advisory, LLC reported owning BBUS?

IFG Advisory, LLC reported BBUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BBUS position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for BBUS was 1.09% in 2024 Q3.

What is the latest reported BBUS position on this page?

The most recent filing on this page is 2025 Q4, when IFG Advisory, LLC reported 112,811 shares, equal to 0.61% of portfolio, with an estimated market value of $13.9M.

What does the chart on this BBUS ownership page compare?

The chart compares IFG Advisory, LLC's quarterly BBUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IFG Advisory, LLC time their BBUS position?

Based on 13F filing dates vs. subsequent BBUS price moves, IFG Advisory, LLC correctly timed 8 out of 13 reported position changes (62%).

← Back to IFG Advisory, LLC Holdings