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Richardson Financial Services’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Richardson Financial Services’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
2024
Q1 		– Sell
-497
Closed -$30.6K – 624
2023
Q4 		$30.6K Buy
+497
New +$27K 0.03% 248

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IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
FTUS
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $206M AUM 17.1% 1-Year Est. Return

Richardson Financial Services's BBSC Position: Q1 2024 in Review

Richardson Financial Services sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q1 2024, closing a stake of 497 shares — an estimated $30.6K sold.

Richardson Financial Services first reported a position in BBSC in Q4 2023 and held it in 1 quarter. The position peaked at $30.6K in Q4 2023. 26 funds tracked by Wall St. Rank hold BBSC as of Q1 2024.

  • Richardson Financial Services reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Richardson Financial Services sold 497 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2024, an estimated $30.6K.
  • Richardson Financial Services first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Richardson Financial Services's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $30.6K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2024.

Based on Richardson Financial Services's 13F filing for Q1 2024, filed 3 May 2024.