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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
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

Other funds holding BBSC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Triad Wealth Partners's BBSC Position: Q2 2026 in Review

Triad Wealth Partners reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 2.7% in Q2 2026, selling an estimated $10.1K and leaving 4,329 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #383.

Triad Wealth Partners first reported a position in BBSC in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

  • Triad Wealth Partners held 4,329 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $393K as of Q2 2026.
  • Triad Wealth Partners sold 119 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $10.1K.
  • JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #383 holding.
  • Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.