IAG Wealth Partners
BBMC icon

IAG Wealth Partners’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

IAG Wealth Partners’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
Q3 		$900K Sell
7,473
-671
-8% -$84.2K 0.08% 80
2026
Q2 		$1.04M Sell
8,144
-224
-3% -$26.9K 0.1% 76
2026
Q1 		$907K Sell
8,368
-403
-5% -$45.2K 0.1% 72
2025
Q4 		$935K Sell
8,771
-378
-4% -$39.9K 0.11% 72
2025
Q3 		$951K Buy
9,149
+48
+0.5% +$4.88K 0.11% 70
2025
Q2 		$887K Buy
9,101
+4,661
+105% +$425K 0.12% 68
2025
Q1 		$400K Sell
4,440
-576
-11% -$55.6K 0.06% 79
2024
Q4 		$483K Sell
5,016
-108
-2% -$10.6K 0.09% 72
2024
Q3 		$484K Buy
5,124
+7
+0.1% +$634 0.09% 67
2024
Q2 		$450K Sell
5,117
-118
-2% -$10.4K 0.09% 67
2024
Q1 		$484K Sell
5,235
-308
-6% -$26.6K 0.1% 61
2023
Q4 		$470K Buy
5,543
+4,486
+424% +$344K 0.11% 59
2023
Q3 		$79.6K Sell
1,057
-40
-4% -$3.16K 0.02% 116
2023
Q2 		$87K Buy
1,097
+1,014
+1,222% +$76.1K 0.02% 123
2023
Q1 		$6.26K Buy
+83
New +$6.37K ﹤0.01% 367

Other funds holding BBMC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Elevation Wealth Management
Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
MN Wealth Advisors
MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

IAG Wealth Partners's BBMC Position: Q3 2026 in Review

IAG Wealth Partners reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 8.2% in Q3 2026, selling an estimated $84.2K and leaving 7,473 shares worth $900K. The position accounts for 0.08% of the portfolio, ranked #80.

IAG Wealth Partners first reported a position in BBMC in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.04M in Q2 2026. 22 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

  • IAG Wealth Partners held 7,473 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $900K as of Q3 2026.
  • IAG Wealth Partners sold 671 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $84.2K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.08% of IAG Wealth Partners's portfolio in Q3 2026, its #80 holding.
  • IAG Wealth Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • IAG Wealth Partners's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.04M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.