KFI
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Key Financial Inc’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Key Financial Inc’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 		$63.6K Hold
692
– – 0.01% 496
2026
Q1 		$51.9K Hold
692
– – 0.01% 524
2025
Q4 		$51.4K Hold
692
– – 0.01% 511
2025
Q3 		$51.6K Hold
692
– – 0.01% 513
2025
Q2 		$45.7K Hold
692
– – 0.01% 512
2025
Q1 		$41.9K Sell
692
-17
-2% -$1.13K 0.01% 507
2024
Q4 		$48.3K Hold
709
– – 0.01% 485
2024
Q3 		$47.8K Buy
709
+172
+32% +$11.1K 0.01% 486
2024
Q2 		$32.7K Buy
537
+42
+8% +$2.55K 0.01% 542
2024
Q1 		$31.1K Buy
+495
New +$29.8K 0.01% 521

Other funds holding BBSC

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
EWM
Elevation Wealth Management Eden Prairie, Minnesota $134M AUM
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Key Financial Inc's BBSC Position: Q2 2026 in Review

Key Financial Inc held its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) position steady in Q2 2026 at 692 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #496.

Key Financial Inc first reported a position in BBSC in Q1 2024 and has held it in 10 quarters since. 8 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

  • Key Financial Inc held 692 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $63.6K as of Q2 2026.
  • Key Financial Inc left its JPMorgan BetaBuilders US Small Cap Equity ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #496 holding.
  • Key Financial Inc first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 8 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.