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Aveo Capital Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Aveo Capital Partners’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
2023
Q1 		– Sell
-6,539
Closed -$299K – 340
2022
Q4 		$299K Sell
6,539
-170,696
-96% -$7.79M 0.05% 261
2022
Q3 		$8.06M Buy
177,235
+5,659
+3% +$270K 1.39% 14
2022
Q2 		$8.23M Buy
+171,576
New +$8.32M 1.35% 14

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Aveo Capital Partners's BBAG Position: Q1 2023 in Review

Aveo Capital Partners sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2023, closing a stake of 6,539 shares — an estimated $299K sold.

Aveo Capital Partners first reported a position in BBAG in Q2 2022 and held it in 3 quarters. The position peaked at $8.23M in Q2 2022. 75 funds tracked by Wall St. Rank hold BBAG as of Q1 2023.

  • Aveo Capital Partners reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 6,539 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2023, an estimated $299K.
  • Aveo Capital Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Aveo Capital Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $8.23M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.