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 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

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

EWM

Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LFA

LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

MGO One Seven's BBMC Position: Q2 2026 in Review

MGO One Seven reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 0.27% in Q2 2026, selling an estimated $1.92K and leaving 5,963 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #814.

MGO One Seven first reported a position in BBMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $809K in Q4 2025. 19 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

MGO One Seven held 5,963 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $758K as of Q2 2026.
MGO One Seven sold 16 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.92K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #814 holding.
MGO One Seven first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
MGO One Seven's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $809K in Q4 2025.
19 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.