Triad Wealth Partners’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Triad Wealth Partners’s Portfolio BBMC Stock Details BBMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$472K	Sell	3,920 -1,238	-24%	-$155K	0.03%	337
2026 Q2	$648K	Sell	5,158 -132	-2%	-$15.8K	0.04%	272
2026 Q1	$573K	Buy	5,290 +702	+15%	+$78.7K	0.05%	253
2025 Q4	$489K	Buy	+4,588	New	+$484K	0.05%	274

Other funds holding BBMC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 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

Triad Wealth Partners's BBMC Position: Q3 2026 in Review

Triad Wealth Partners reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 24% in Q3 2026, selling an estimated $155K and leaving 3,920 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #337.

Triad Wealth Partners first reported a position in BBMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $648K in Q2 2026. 27 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

Triad Wealth Partners held 3,920 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $472K as of Q3 2026.
Triad Wealth Partners sold 1,238 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $155K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #337 holding.
Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
Triad Wealth Partners's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $648K in Q2 2026.
27 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.