Avantax Advisory Services’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Avantax Advisory Services’s Portfolio BBSA Stock Details BBSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,324	Closed	-$303K	–	1746
2023 Q4	$303K	Sell	6,324 -294	-4%	-$13.8K	﹤0.01%	1228
2023 Q3	$309K	Buy	+6,618	New	+$310K	﹤0.01%	1181

Other funds holding BBSA

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

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

Avantax Advisory Services's BBSA Position: Q1 2024 in Review

Avantax Advisory Services sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q1 2024, closing a stake of 6,324 shares — an estimated $303K sold.

Avantax Advisory Services first reported a position in BBSA in Q3 2023 and held it in 2 quarters. The position peaked at $309K in Q3 2023. 15 funds tracked by Wall St. Rank hold BBSA as of Q1 2024.

Avantax Advisory Services reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 6,324 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q1 2024, an estimated $303K.
Avantax Advisory Services first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 2 quarters.
Avantax Advisory Services's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $309K in Q3 2023.
15 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.