AE Wealth Management’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

AE Wealth Management’s Portfolio BBSC Stock Details BBSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-172	Closed	-$12.8K	–	2603
2025 Q4	$12.8K	Buy	+172	New	+$12.9K	﹤0.01%	2102

Other funds holding BBSC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's BBSC Position: Q1 2026 in Review

AE Wealth Management sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q1 2026, closing a stake of 172 shares — an estimated $12.8K sold.

AE Wealth Management first reported a position in BBSC in Q4 2025 and held it in 1 quarter. The position peaked at $12.8K in Q4 2025. 29 funds tracked by Wall St. Rank hold BBSC as of Q1 2026.

AE Wealth Management reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 172 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2026, an estimated $12.8K.
AE Wealth Management first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2025 and held it in 1 quarter.
AE Wealth Management's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $12.8K in Q4 2025.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.