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ACT Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

ACT Advisors’s Portfolio BBMC Stock Details BBMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Sell
13,232
-629
-5% -$70.5K 0.61% 19
2025
Q4 		$1.48M Sell
13,861
-303
-2% -$32K 0.58% 21
2025
Q3 		$1.47M Sell
14,164
-38
-0.3% -$3.87K 0.59% 22
2025
Q2 		$1.38M Buy
14,202
+126
+0.9% +$11.5K 0.64% 20
2025
Q1 		$1.27M Buy
14,076
+256
+2% +$24.7K 0.69% 19
2024
Q4 		$1.33M Buy
13,820
+4,546
+49% +$448K 0.72% 18
2024
Q3 		$876K Sell
9,274
-209
-2% -$18.9K 0.41% 25
2024
Q2 		$835K Hold
9,483
– – 0.43% 22
2024
Q1 		$877K Sell
9,483
-1,237
-12% -$107K 0.48% 20
2023
Q4 		$908K Sell
10,720
-166
-2% -$12.7K 0.52% 19
2023
Q3 		$820K Buy
+10,886
New +$861K 0.51% 18

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return