Triad Wealth Partners’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Triad Wealth 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 Q1	$334K	Buy	4,448 +687	+18%	+$53.3K	0.03%	369
2025 Q4	$280K	Buy	+3,761	New	+$281K	0.03%	400

Other funds holding BBSC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Triad Wealth Partners's BBSC Position: Q1 2026 in Review

Triad Wealth Partners increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 18% in Q1 2026, buying an estimated $53.3K and bringing the position to 4,448 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #369.

Triad Wealth Partners first reported a position in BBSC in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q1 2026.

Triad Wealth Partners held 4,448 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $334K as of Q1 2026.
Triad Wealth Partners bought 687 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2026, an estimated $53.3K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #369 holding.
Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.