Atria Wealth Solutions’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Atria Wealth Solutions’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
2024 Q3	–	Sell	-4,154	Closed	-$201K	–	1924
2024 Q2	$201K	Sell	4,154 -613	-13%	-$29.7K	﹤0.01%	1777
2024 Q1	$230K	Sell	4,767 -482	-9%	-$23.1K	﹤0.01%	1728
2023 Q4	$260K	Sell	5,249 -198	-4%	-$9.09K	﹤0.01%	1602
2023 Q3	$245K	Buy	5,447 +33	+0.6%	+$1.55K	﹤0.01%	1549
2023 Q2	$259K	Sell	5,414 -285	-5%	-$13.9K	﹤0.01%	1527
2023 Q1	$280K	Sell	5,699 -221	-4%	-$11.2K	﹤0.01%	1458
2022 Q4	$290K	Sell	5,920 -257	-4%	-$11.9K	﹤0.01%	1382
2022 Q3	$261K	Buy	6,177 +247	+4%	+$11.8K	﹤0.01%	1387
2022 Q2	$283K	Buy	+5,930	New	+$306K	0.01%	1240

Other funds holding BBAX

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

PPWP

Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Atria Wealth Solutions's BBAX Position: Q3 2024 in Review

Atria Wealth Solutions sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q3 2024, closing a stake of 4,154 shares — an estimated $201K sold.

Atria Wealth Solutions first reported a position in BBAX in Q2 2022 and held it in 9 quarters. The position peaked at $290K in Q4 2022. 98 funds tracked by Wall St. Rank hold BBAX as of Q3 2024.

Atria Wealth Solutions reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 4,154 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q3 2024, an estimated $201K.
Atria Wealth Solutions first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q2 2022 and held it in 9 quarters.
Atria Wealth Solutions's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $290K in Q4 2022.
98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.