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

Elevation 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 Q2	$263K	Sell	2,864 -137	-5%	-$11.6K	0.2%	114
2026 Q1	$225K	Sell	3,001 -46	-2%	-$3.57K	0.21%	119
2025 Q4	$226K	Buy	+3,047	New	+$228K	0.22%	116

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

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

FTUS

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Elevation Wealth Management's BBSC Position: Q2 2026 in Review

Elevation Wealth Management reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 4.6% in Q2 2026, selling an estimated $11.6K and leaving 2,864 shares worth $263K. The position accounts for 0.2% of the portfolio, ranked #114.

Elevation Wealth Management first reported a position in BBSC in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

Elevation Wealth Management held 2,864 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $263K as of Q2 2026.
Elevation Wealth Management sold 137 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $11.6K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.2% of Elevation Wealth Management's portfolio in Q2 2026, its #114 holding.
Elevation Wealth Management first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.