AE Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

AE Wealth 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
2026 Q2	–	Sell	-100	Closed	-$4.58K	–	2672
2026 Q1	$4.58K	Sell	100 -71	-42%	-$3.29K	﹤0.01%	2385
2025 Q4	$7.97K	Buy	171 +71	+71%	+$3.31K	﹤0.01%	2169
2025 Q3	$4.7K	Buy	+100	New	+$4.66K	﹤0.01%	2087
2025 Q2	–	Sell	-86	Closed	-$3.96K	–	2167
2025 Q1	$3.96K	Buy	+86	New	+$3.99K	﹤0.01%	1964
2022 Q1	–	Sell	-5,593	Closed	-$290K	–	1673
2021 Q4	$290K	Buy	+5,593	New	+$289K	﹤0.01%	1461
2021 Q2	–	Sell	-6,306	Closed	-$325K	–	1590
2021 Q1	$325K	Sell	6,306 -937	-13%	-$48.5K	﹤0.01%	1222
2020 Q4	$376K	Buy	7,243 +226	+3%	+$11.5K	﹤0.01%	1057
2020 Q3	$351K	Sell	7,017 -564	-7%	-$28.3K	0.01%	985
2020 Q2	$368K	Buy	+7,581	New	+$361K	0.01%	964

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

AE Wealth Management's BBHY Position: Q2 2026 in Review

AE Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2026, closing a stake of 100 shares — an estimated $4.58K sold.

AE Wealth Management first reported a position in BBHY in Q2 2020 and held it in 9 quarters. The position peaked at $376K in Q4 2020. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

AE Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 100 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.58K.
AE Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
AE Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $376K in Q4 2020.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.