Triad Wealth Partners
BBSC icon

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
Q3 		$277K Sell
3,258
-1,071
-25% -$96.1K 0.02% 450
2026
Q2 		$393K Sell
4,329
-119
-3% -$10.1K 0.02% 383
2026
Q1 		$334K Buy
4,448
+687
+18% +$53.3K 0.03% 369
2025
Q4 		$280K Buy
+3,761
New +$281K 0.03% 400

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SPI
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Root Financial Partners
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IFP Advisors
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Triad Wealth Partners reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 25% in Q3 2026, selling an estimated $96.1K and leaving 3,258 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #450.

Triad Wealth Partners first reported a position in BBSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $393K in Q2 2026. 7 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

  • Triad Wealth Partners held 3,258 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $277K as of Q3 2026.
  • Triad Wealth Partners sold 1,071 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q3 2026, an estimated $96.1K.
  • JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #450 holding.
  • Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $393K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

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