AF
BBRE icon

Allworth Financial’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Allworth Financial’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27
Closed -$2.55K – 5035
2025
Q3 		$2.55K Buy
27
+1
+4% +$93 ﹤0.01% 3895
2025
Q2 		$2.44K Hold
26
– – ﹤0.01% 3615
2025
Q1 		$2.37K Buy
+26
New +$2.46K ﹤0.01% 3136

Other funds holding BBRE

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UOTTAIMCU
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HighTower Advisors
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GEM
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APCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return