Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Carson Wealth (CWM LLC)’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	$19.4K	Hold	259	–	–	﹤0.01%	4436
2025 Q4	$19K	Hold	259	–	–	﹤0.01%	4192
2025 Q3	$19K	Hold	259	–	–	﹤0.01%	4144
2025 Q2	$17K	Hold	259	–	–	﹤0.01%	3991
2025 Q1	$16K	Buy	259 +239	+1,195%	+$15.9K	﹤0.01%	3819
2024 Q4	$1K	Buy	+20	New	+$1.4K	﹤0.01%	4659
2024 Q1	–	Sell	-11	Closed	-$1K	–	4316
2023 Q4	$1K	Buy	+11	New	+$597	﹤0.01%	3897

Other funds holding BBSC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) position steady in Q1 2026 at 259 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4436.

Carson Wealth (CWM LLC) first reported a position in BBSC in Q4 2023 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q1 2026.

Carson Wealth (CWM LLC) held 259 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $19.4K as of Q1 2026.
Carson Wealth (CWM LLC) left its JPMorgan BetaBuilders US Small Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4436 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2023 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.