WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BBUS — J P MORGAN EXCHANGE TRADED F

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported J P MORGAN EXCHANGE TRADED F (BBUS) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows BBUS at 0.00% 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.

What this BBUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in J P MORGAN EXCHANGE TRADED F, 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
2026 Q1

BBUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, 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)
2026 Q1 REDUCED — — — 5,239 -171 -3.2% 0.00% $619K 2026-04-08 $121.73
2025 Q4 REDUCED 5.5% -4.7% ✅ 5,410 -312 -5.5% 0.00% $677K 2026-01-08 $124.39
2025 Q3 REDUCED 10.1% +3.4% ❌ 5,722 -643 -10.1% 0.00% $694K 2025-10-29 $123.80
2025 Q2 REDUCED 17.5% +7.8% ❌ 6,365 -1,354 -17.5% 0.00% $721K 2025-07-10 $112.34
2025 Q1 REDUCED 22.3% +11.2% ❌ 7,719 -2,217 -22.3% 0.00% $779K 2025-04-16 $93.89
2024 Q4 ADDED — — — 9,936 +683 +7.4% 0.00% $1.0M 2025-01-10 $103.61
2024 Q3 REDUCED — — — 9,253 -425 -4.4% 0.00% $958K 2024-10-24 $102.75
2024 Q2 ADDED — — — 9,678 +205 +2.2% 0.00% $950K 2024-07-16 $99.83
2024 Q1 INITIATED — — — 9,473 — — 0.00% $894K 2024-04-15 $88.94

🏢 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% 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% Fingerlakes Wealth Management, Inc. 3Y 2.34% Merited Wealth, LLC 2.25% Rosenberg Matthew Hamilton 3Y 1.59%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning BBUS?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BBUS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BBUS position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for BBUS was 0.00% in 2024 Q1.

What is the latest reported BBUS position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 5,239 shares, equal to 0.00% of portfolio, with an estimated market value of $619K.

What does the chart on this BBUS ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their BBUS position?

Based on 13F filing dates vs. subsequent BBUS price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on BBUS relative to SPY over the holding period was -0.1%.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings