Avantax Advisory Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.1M	Buy	248,358 +44,876	+22%	+$2.15M	0.07%	226
2025 Q1	$9.74M	Buy	203,482 +33,608	+20%	+$1.6M	0.06%	253
2024 Q4	$8.03M	Buy	169,874 +51,933	+44%	+$2.48M	0.05%	279
2024 Q3	$5.74M	Buy	117,941 +49,711	+73%	+$2.38M	0.04%	355
2024 Q2	$3.22M	Buy	+68,230	New	+$3.22M	0.02%	502

Other funds holding JPIB

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Bank of America

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return