Spire Wealth Management’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Spire Wealth Management’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	$935	Buy	11 +1	+10%	+$90	﹤0.01%	2117
2026 Q2	$919	Hold	10	–	–	﹤0.01%	2147
2026 Q1	$751	Buy	10 +3	+43%	+$233	﹤0.01%	2189
2025 Q4	$520	Buy	+7	New	+$524	﹤0.01%	2291
2024 Q2	–	Sell	-22	Closed	-$1.38K	–	2219
2024 Q1	$1.38K	Hold	22	–	–	﹤0.01%	2154
2023 Q4	$1.29K	Sell	22 -10	-31%	-$542	﹤0.01%	2222
2023 Q3	$1.71K	Buy	32 +10	+45%	+$571	﹤0.01%	2161
2023 Q2	$1.25K	Buy	+22	New	+$1.19K	﹤0.01%	2275

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

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

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

Spire Wealth Management's BBSC Position: Q3 2026 in Review

Spire Wealth Management increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 10% in Q3 2026, buying an estimated $90 and bringing the position to 11 shares worth $935. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Spire Wealth Management first reported a position in BBSC in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.71K in Q3 2023. 9 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

Spire Wealth Management held 11 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $935 as of Q3 2026.
Spire Wealth Management bought 1 JPMorgan BetaBuilders US Small Cap Equity ETF share in Q3 2026, an estimated $90.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2117 holding.
Spire Wealth Management first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2023 and has held it in 8 quarters since.
Spire Wealth Management's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $1.71K in Q3 2023.
9 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.