Kelly Financial Group’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Kelly Financial Group’s Portfolio BBEU Stock Details BBEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Sell	19,907 -1,345	-6%	-$103K	0.34%	33
2026 Q1	$1.54M	Sell	21,252 -3,770	-15%	-$284K	0.39%	27
2025 Q4	$1.83M	Sell	25,022 -20	-0.1%	-$1.42K	0.47%	26
2025 Q3	$1.74M	Sell	25,042 -79	-0.3%	-$5.38K	0.46%	26
2025 Q2	$1.69M	Buy	25,121 +1,352	+6%	+$87.4K	0.49%	26
2025 Q1	$1.47M	Sell	23,769 -1,139	-5%	-$68.9K	0.46%	32
2024 Q4	$1.38M	Buy	+24,908	New	+$1.46M	0.49%	32

Other funds holding BBEU

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

YIM

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Kelly Financial Group's BBEU Position: Q2 2026 in Review

Kelly Financial Group reduced its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 6.3% in Q2 2026, selling an estimated $103K and leaving 19,907 shares worth $1.55M. The position accounts for 0.34% of the portfolio, ranked #33.

Kelly Financial Group first reported a position in BBEU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2025. 39 funds tracked by Wall St. Rank hold BBEU as of Q2 2026.

Kelly Financial Group held 19,907 shares of JPMorgan BetaBuilders Europe ETF worth $1.55M as of Q2 2026.
Kelly Financial Group sold 1,345 JPMorgan BetaBuilders Europe ETF shares in Q2 2026, an estimated $103K.
JPMorgan BetaBuilders Europe ETF made up 0.34% of Kelly Financial Group's portfolio in Q2 2026, its #33 holding.
Kelly Financial Group first reported a position in JPMorgan BetaBuilders Europe ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's JPMorgan BetaBuilders Europe ETF position peaked at $1.83M in Q4 2025.
39 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.