SFS
BBSC icon

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

Security 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
2022
Q1 		– Sell
-3,256
Closed -$214K – 137
2021
Q4 		$214K Buy
+3,256
New +$218K 0.07% 128

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FTUS
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5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Security Financial Services's BBSC Position: Q1 2022 in Review

Security Financial Services sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q1 2022, closing a stake of 3,256 shares — an estimated $214K sold.

Security Financial Services first reported a position in BBSC in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 8 funds tracked by Wall St. Rank hold BBSC as of Q1 2022.

  • Security Financial Services reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Security Financial Services sold 3,256 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2022, an estimated $214K.
  • Security Financial Services first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2021 and held it in 1 quarter.
  • Security Financial Services's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $214K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2022.

Based on Security Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.