Root Financial Partners’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Root Financial Partners’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	$132K	Buy	+1,558	New	+$140K	﹤0.01%	601

Other funds holding BBSC

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's BBSC Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q3 2026: 1,558 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

6 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

Root Financial Partners held 1,558 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $132K as of Q3 2026.
JPMorgan BetaBuilders US Small Cap Equity ETF was a new Root Financial Partners position in Q3 2026.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #601 holding.
6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.