Gradient Investments’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Gradient Investments’s Portfolio BBMC Stock Details BBMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$911K	Sell	7,162 -1,413	-16%	-$170K	0.01%	329
2026 Q1	$930K	Sell	8,575 -719	-8%	-$80.6K	0.01%	310
2025 Q4	$991K	Sell	9,294 -380	-4%	-$40.1K	0.02%	246
2025 Q3	$1.01M	Sell	9,674 -1,848	-16%	-$188K	0.02%	260
2025 Q2	$1.12M	Buy	+11,522	New	+$1.05M	0.02%	226

Other funds holding BBMC

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return