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Beacon Pointe Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Beacon Pointe Advisors’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
Q4 		– Sell
-4,862
Closed -$215K – 1327
2023
Q3 		$215K Sell
4,862
-977
-17% -$44.3K ﹤0.01% 1200
2023
Q2 		$270K Sell
5,839
-9,310
-61% -$434K ﹤0.01% 912
2023
Q1 		$711K Sell
15,149
-442
-3% -$20.6K 0.01% 644
2022
Q4 		$714K Sell
15,591
-1,940
-11% -$88.6K 0.01% 588
2022
Q3 		$796K Sell
17,531
-951
-5% -$45.4K 0.02% 518
2022
Q2 		$886K Sell
18,482
-340
-2% -$16.5K 0.02% 498
2022
Q1 		$951K Sell
18,822
-1,503
-7% -$78.2K 0.01% 637
2021
Q4 		$1.1M Sell
20,325
-3,349
-14% -$181K 0.03% 370
2021
Q3 		$1.28M Buy
+23,674
New +$1.3M 0.03% 370

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return