Capital Advisors Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Capital Advisors Wealth Management’s Portfolio BBHY Stock Details BBHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,583	Closed	-$245K	–	145
2022 Q4	$245K	Buy	5,583 +636	+13%	+$27.9K	0.07%	106
2022 Q3	$210K	Buy	+4,947	New	+$222K	0.07%	108
2022 Q2	–	Sell	-8,922	Closed	-$436K	–	118
2022 Q1	$436K	Buy	8,922 +3,531	+65%	+$175K	0.13%	77
2021 Q4	$279K	Buy	+5,391	New	+$278K	0.08%	96

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Capital Advisors Wealth Management's BBHY Position: Q1 2023 in Review

Capital Advisors Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2023, closing a stake of 5,583 shares — an estimated $245K sold.

Capital Advisors Wealth Management first reported a position in BBHY in Q4 2021 and held it in 4 quarters. The position peaked at $436K in Q1 2022. 72 funds tracked by Wall St. Rank hold BBHY as of Q1 2023.

Capital Advisors Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Capital Advisors Wealth Management sold 5,583 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $245K.
Capital Advisors Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Capital Advisors Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $436K in Q1 2022.
72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.