Legacy Edge Advisors
BBSC icon

Legacy Edge Advisors’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Legacy Edge Advisors’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
Q3 		$310K Buy
3,642
+663
+22% +$59.5K 0.03% 198
2026
Q2 		$274K Buy
2,979
+247
+9% +$20.9K 0.03% 196
2026
Q1 		$205K Buy
+2,732
New +$212K 0.02% 221

Other funds holding BBSC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Elevation Wealth Management
Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Legacy Edge Advisors's BBSC Position: Q3 2026 in Review

Legacy Edge Advisors increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 22% in Q3 2026, buying an estimated $59.5K and bringing the position to 3,642 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #198.

Legacy Edge Advisors first reported a position in BBSC in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

  • Legacy Edge Advisors held 3,642 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $310K as of Q3 2026.
  • Legacy Edge Advisors bought 663 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q3 2026, an estimated $59.5K.
  • JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q3 2026, its #198 holding.
  • Legacy Edge Advisors first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.