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Advisors Asset Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Advisors Asset Management’s Portfolio BBHY Stock Details BBHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,168
Closed -$96.7K – 1410
2023
Q2 		$96.7K Sell
2,168
-15
-0.7% -$665 ﹤0.01% 1211
2023
Q1 		$98.1K Sell
2,183
-68
-3% -$3.03K ﹤0.01% 1218
2022
Q4 		$98.7K Sell
2,251
-17
-0.7% -$745 ﹤0.01% 1249
2022
Q3 		$96K Buy
2,268
+79
+4% +$3.54K ﹤0.01% 1270
2022
Q2 		$95K Buy
+2,189
New +$101K ﹤0.01% 1292

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DT
Daniels + Tansey Wilmington, Delaware $289M AUM 18.06% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Advisors Asset Management's BBHY Position: Q3 2023 in Review

Advisors Asset Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2023, closing a stake of 2,168 shares — an estimated $96.7K sold.

Advisors Asset Management first reported a position in BBHY in Q2 2022 and held it in 5 quarters. The position peaked at $98.7K in Q4 2022. 89 funds tracked by Wall St. Rank hold BBHY as of Q3 2023.

  • Advisors Asset Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Advisors Asset Management sold 2,168 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $96.7K.
  • Advisors Asset Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
  • Advisors Asset Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $98.7K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Advisors Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.