Advisor Group’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Advisor Group’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$31K	Sell	586 -68	-10%	-$3.44K	﹤0.01%	3710
2019 Q3	$32K	Buy	654 +244	+60%	+$12.4K	﹤0.01%	3685
2019 Q2	$22K	Sell	410 -72	-15%	-$3.69K	﹤0.01%	3925
2019 Q1	$24K	Buy	482 +140	+41%	+$6.87K	﹤0.01%	3879
2018 Q4	$16K	Buy	342 +329	+2,531%	+$15.2K	﹤0.01%	3947
2018 Q3	$1K	Buy	+13	New	+$647	﹤0.01%	4934

Other funds holding BBAX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's BBAX Position: Q4 2019 in Review

Advisor Group reduced its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 10% in Q4 2019, selling an estimated $3.44K and leaving 586 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3710.

Advisor Group first reported a position in BBAX in Q3 2018 and has held it in 6 quarters since. The position peaked at $32K in Q3 2019. 51 funds tracked by Wall St. Rank hold BBAX as of Q4 2019.

Advisor Group held 586 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $31K as of Q4 2019.
Advisor Group sold 68 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q4 2019, an estimated $3.44K.
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3710 holding.
Advisor Group first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2018 and has held it in 6 quarters since.
Advisor Group's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $32K in Q3 2019.
51 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.