LGT Financial Advisors’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

LGT Financial 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	$8.52K	Buy	93 +5	+6%	+$422	0.05%	143
2026 Q1	$6.57K	Buy	88 +8	+10%	+$621	0.03%	178
2025 Q4	$5.97K	Buy	80 +22	+38%	+$1.65K	0.04%	195
2025 Q3	$4.31K	Sell	58 -8	-12%	-$564	0.01%	314
2025 Q2	$4.35K	Buy	66 +4	+6%	+$245	0.01%	306
2025 Q1	$3.73K	Sell	62 -9	-13%	-$597	0.01%	248
2024 Q4	$4.81K	Buy	71 +31	+78%	+$2.17K	0.01%	557
2024 Q3	$2.71K	Hold	40	–	–	0.01%	640
2024 Q2	$2.45K	Buy	+40	New	+$2.43K	0.01%	721
2024 Q1	–	Sell	-17	Closed	-$1.04K	–	796
2023 Q4	$1.04K	Hold	17	–	–	﹤0.01%	807
2023 Q3	$908	Buy	+17	New	+$971	﹤0.01%	883

Other funds holding BBSC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

LGT Financial Advisors's BBSC Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 5.7% in Q2 2026, buying an estimated $422 and bringing the position to 93 shares worth $8.52K. The position accounts for 0.05% of the portfolio, ranked #143.

LGT Financial Advisors first reported a position in BBSC in Q3 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

LGT Financial Advisors held 93 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $8.52K as of Q2 2026.
LGT Financial Advisors bought 5 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $422.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #143 holding.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2023 and has held it in 11 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

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