MGO One Seven’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

MGO One Seven’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	$374K	Sell	4,067 -20	-0.5%	-$1.69K	0.01%	1124
2026 Q1	$307K	Sell	4,087 -880	-18%	-$68.3K	0.01%	1121
2025 Q4	$369K	Buy	4,967 +398	+9%	+$29.8K	0.01%	1015
2025 Q3	$339K	Buy	4,569 +448	+11%	+$31.6K	0.01%	978
2025 Q2	$272K	Buy	+4,121	New	+$252K	0.01%	988

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

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

MGO One Seven reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 0.49% in Q2 2026, selling an estimated $1.69K and leaving 4,067 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1124.

MGO One Seven first reported a position in BBSC in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

MGO One Seven held 4,067 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $374K as of Q2 2026.
MGO One Seven sold 20 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $1.69K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1124 holding.
MGO One Seven first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

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