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Cetera Advisor Networks’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		– Sell
-6,247
Closed -$384K – 2820
2023
Q4 		$384K Buy
6,247
+973
+18% +$52.8K ﹤0.01% 2074
2023
Q3 		$282K Buy
+5,274
New +$301K ﹤0.01% 2188

Other funds holding BBSC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

Cetera Advisor Networks's BBSC Position: Q1 2024 in Review

Cetera Advisor Networks sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q1 2024, closing a stake of 6,247 shares — an estimated $384K sold.

Cetera Advisor Networks first reported a position in BBSC in Q3 2023 and held it in 2 quarters. The position peaked at $384K in Q4 2023. 26 funds tracked by Wall St. Rank hold BBSC as of Q1 2024.

  • Cetera Advisor Networks reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 6,247 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2024, an estimated $384K.
  • Cetera Advisor Networks first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2023 and held it in 2 quarters.
  • Cetera Advisor Networks's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $384K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.