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

Avior Wealth Management’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
2025 Q1	–	Sell	-62	Closed	-$3.02K	–	875
2024 Q4	$3.02K	Hold	62	–	–	﹤0.01%	2027
2024 Q3	$3.35K	Sell	62 -80	-56%	-$4.02K	﹤0.01%	1890
2024 Q2	$6.87K	Sell	142 -4	-3%	-$194	﹤0.01%	1629
2024 Q1	$7.03K	Buy	146 +142	+3,550%	+$6.8K	﹤0.01%	1975
2023 Q4	$198	Hold	4	–	–	﹤0.01%	1469
2023 Q3	$180	Hold	4	–	–	﹤0.01%	1539
2023 Q2	$191	Hold	4	–	–	﹤0.01%	1508
2023 Q1	$196	Hold	4	–	–	﹤0.01%	1566
2022 Q4	$195	Hold	4	–	–	﹤0.01%	1222
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1154
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1064
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1102
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1090
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1053
2021 Q2	$0	Sell	4 -1	-20%	-$59	﹤0.01%	1028
2021 Q1	$0	Buy	+5	New	+$285	﹤0.01%	1005
2019 Q3	–	Sell	-58	Closed	-$3K	–	776
2019 Q2	$3K	Buy	+58	New	+$2.97K	﹤0.01%	691

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

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

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

Avior Wealth Management's BBAX Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q1 2025, closing a stake of 62 shares — an estimated $3.02K sold.

Avior Wealth Management first reported a position in BBAX in Q2 2019 and held it in 17 quarters. The position peaked at $7.03K in Q1 2024. 96 funds tracked by Wall St. Rank hold BBAX as of Q1 2025.

Avior Wealth Management reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 62 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2025, an estimated $3.02K.
Avior Wealth Management first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q2 2019 and held it in 17 quarters.
Avior Wealth Management's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $7.03K in Q1 2024.
96 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.