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Patriot Financial Group Insurance Agency’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q2 		– Sell
-38
Closed -$2K – 2017
2022
Q1 		$2K Hold
38
– – ﹤0.01% 1828
2021
Q4 		$3K Buy
38
+10
+36% +$668 ﹤0.01% 1836
2021
Q3 		$2K Buy
+28
New +$1.83K ﹤0.01% 1913

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FTUS
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Bank of America
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UBS Group
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MPWT
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GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Patriot Financial Group Insurance Agency's BBSC Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q2 2022, closing a stake of 38 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in BBSC in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 7 funds tracked by Wall St. Rank hold BBSC as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 38 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $3K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.