MGO One Seven
BBSC icon

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
Q3 		– Sell
-4,067
Closed -$374K – 1566
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

Perigon Wealth Management
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Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

MGO One Seven sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q3 2026, closing a stake of 4,067 shares — an estimated $374K sold.

MGO One Seven first reported a position in BBSC in Q2 2025 and held it in 5 quarters. The position peaked at $374K in Q2 2026. 7 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

  • MGO One Seven reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q3 2026 after selling out during the quarter.
  • MGO One Seven sold 4,067 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q3 2026, an estimated $374K.
  • MGO One Seven first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2025 and held it in 5 quarters.
  • MGO One Seven's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $374K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

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