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Aventura Private Wealth’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Aventura Private Wealth’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
2025
Q1 		– Sell
-10
Closed -$681 – 785
2024
Q4 		$681 Buy
+10
New +$700 ﹤0.01% 664

Other funds holding BBSC

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aventura Private Wealth's BBSC Position: Q1 2025 in Review

Aventura Private Wealth sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q1 2025, closing a stake of 10 shares — an estimated $681 sold.

Aventura Private Wealth first reported a position in BBSC in Q4 2024 and held it in 1 quarter. The position peaked at $681 in Q4 2024. 26 funds tracked by Wall St. Rank hold BBSC as of Q1 2025.

  • Aventura Private Wealth reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 10 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2025, an estimated $681.
  • Aventura Private Wealth first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Aventura Private Wealth's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $681 in Q4 2024.
  • 26 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2025.

Based on Aventura Private Wealth's 13F filing for Q1 2025, filed 7 Jan 2026.