Legacy CG’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Legacy CG’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 Q3	$30.2M	Sell	398,845 -3,796	-0.9%	-$299K	7.61%	2
2026 Q2	$31.3M	Sell	402,641 -28,562	-7%	-$2.19M	8.02%	1
2026 Q1	$31.2M	Buy	431,203 +10,073	+2%	+$759K	8.67%	1
2025 Q4	$30.9M	Buy	421,130 +12,283	+3%	+$873K	8.64%	1
2025 Q3	$28.5M	Buy	408,847 +20,943	+5%	+$1.43M	8.01%	1
2025 Q2	$26.2M	Buy	387,904 +307,790	+384%	+$19.9M	7.8%	1
2025 Q1	$4.95M	Buy	+80,114	New	+$4.84M	1.6%	27

Other funds holding BBEU

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Legacy CG's BBEU Position: Q3 2026 in Review

Legacy CG reduced its JPMorgan BetaBuilders Europe ETF (BBEU) stake by 0.94% in Q3 2026, selling an estimated $299K and leaving 398,845 shares worth $30.2M. The position accounts for 7.61% of the portfolio, ranked #2.

Legacy CG first reported a position in BBEU in Q1 2025 and has held it in 7 quarters since. The position peaked at $31.3M in Q2 2026. 62 funds tracked by Wall St. Rank hold BBEU as of Q3 2026.

Legacy CG held 398,845 shares of JPMorgan BetaBuilders Europe ETF worth $30.2M as of Q3 2026.
Legacy CG sold 3,796 JPMorgan BetaBuilders Europe ETF shares in Q3 2026, an estimated $299K.
JPMorgan BetaBuilders Europe ETF made up 7.61% of Legacy CG's portfolio in Q3 2026, its #2 holding.
Legacy CG first reported a position in JPMorgan BetaBuilders Europe ETF in Q1 2025 and has held it in 7 quarters since.
Legacy CG's JPMorgan BetaBuilders Europe ETF position peaked at $31.3M in Q2 2026.
62 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q3 2026.

Based on Legacy CG's 13F filing for Q3 2026, filed 30 Oct 2026.