AAS
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Avantax Advisory Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Avantax Advisory Services’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,000
Closed -$226K – 965
2020
Q3 		$226K Buy
+4,000
New +$224K ﹤0.01% 1159

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avantax Advisory Services's BBAG Position: Q4 2020 in Review

Avantax Advisory Services sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2020, closing a stake of 4,000 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in BBAG in Q3 2020 and held it in 1 quarter. The position peaked at $226K in Q3 2020. 62 funds tracked by Wall St. Rank hold BBAG as of Q4 2020.

  • Avantax Advisory Services reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 4,000 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2020, an estimated $226K.
  • Avantax Advisory Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $226K in Q3 2020.
  • 62 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.