LEA
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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Legacy Edge Advisors's BBSC Position: Q2 2026 in Review

Legacy Edge Advisors increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 9% in Q2 2026, buying an estimated $20.9K and bringing the position to 2,979 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #196.

Legacy Edge Advisors first reported a position in BBSC in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

  • Legacy Edge Advisors held 2,979 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $274K as of Q2 2026.
  • Legacy Edge Advisors bought 247 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $20.9K.
  • JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #196 holding.
  • Legacy Edge Advisors first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.