Kelly Financial Services’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-53	Closed	-$3.23K	–	173
2024 Q2	$3.23K	Buy	+53	New	+$3.22K	﹤0.01%	542

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

PWM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $206M AUM 17.1% 1-Year Est. Return

Kelly Financial Services's BBSC Position: Q3 2024 in Review

Kelly Financial Services sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q3 2024, closing a stake of 53 shares — an estimated $3.23K sold.

Kelly Financial Services first reported a position in BBSC in Q2 2024 and held it in 1 quarter. The position peaked at $3.23K in Q2 2024. 23 funds tracked by Wall St. Rank hold BBSC as of Q3 2024.

Kelly Financial Services reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 53 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q3 2024, an estimated $3.23K.
Kelly Financial Services first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2024 and held it in 1 quarter.
Kelly Financial Services's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $3.23K in Q2 2024.
23 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.