MGO One Seven’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

MGO One Seven’s Portfolio BBMC Stock Details BBMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-5,963	Closed	-$758K	–	1565
2026 Q2	$758K	Sell	5,963 -16	-0.3%	-$1.92K	0.01%	814
2026 Q1	$648K	Sell	5,979 -1,610	-21%	-$180K	0.01%	812
2025 Q4	$809K	Buy	7,589 +777	+11%	+$82K	0.02%	700
2025 Q3	$708K	Buy	6,812 +993	+17%	+$101K	0.02%	688
2025 Q2	$567K	Buy	+5,819	New	+$531K	0.02%	683

Other funds holding BBMC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

MGO One Seven's BBMC Position: Q3 2026 in Review

MGO One Seven sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q3 2026, closing a stake of 5,963 shares — an estimated $758K sold.

MGO One Seven first reported a position in BBMC in Q2 2025 and held it in 5 quarters. The position peaked at $809K in Q4 2025. 22 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

MGO One Seven reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q3 2026 after selling out during the quarter.
MGO One Seven sold 5,963 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $758K.
MGO One Seven first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2025 and held it in 5 quarters.
MGO One Seven's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $809K in Q4 2025.
22 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.