Financial Engines Advisors’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Financial Engines Advisors’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	$1.6M	Sell	21,331 -117	-0.5%	-$9.07K	﹤0.01%	250
2025 Q4	$1.59M	Sell	21,448 -129	-0.6%	-$9.65K	﹤0.01%	263
2025 Q3	$1.6M	Buy	21,577 +1,920	+10%	+$135K	﹤0.01%	255
2025 Q2	$1.3M	Buy	19,657 +57	+0.3%	+$3.49K	﹤0.01%	264
2025 Q1	$1.19M	Buy	+19,600	New	+$1.3M	﹤0.01%	241

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Financial Engines Advisors's BBSC Position: Q1 2026 in Review

Financial Engines Advisors reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 0.55% in Q1 2026, selling an estimated $9.07K and leaving 21,331 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Financial Engines Advisors first reported a position in BBSC in Q1 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q1 2026.

Financial Engines Advisors held 21,331 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $1.6M as of Q1 2026.
Financial Engines Advisors sold 117 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2026, an estimated $9.07K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #250 holding.
Financial Engines Advisors first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.