Golden State Equity Partners’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Golden State Equity Partners’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	–	Sell	-51	Closed	-$3.83K	–	467
2026 Q1	$3.83K	Buy	+51	New	+$3.96K	﹤0.01%	1543

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 40.89% 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

Golden State Equity Partners's BBSC Position: Q2 2026 in Review

Golden State Equity Partners sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q2 2026, closing a stake of 51 shares — an estimated $3.83K sold.

Golden State Equity Partners first reported a position in BBSC in Q1 2026 and held it in 1 quarter. The position peaked at $3.83K in Q1 2026. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

Golden State Equity Partners reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 51 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $3.83K.
Golden State Equity Partners first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $3.83K in Q1 2026.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.