Capital Asset Advisory Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-985	Closed	-$51K	–	738
2020 Q4	$51K	Buy	+985	New	+$50.3K	0.01%	609

Other funds holding BBHY

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Capital Asset Advisory Services's BBHY Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2021, closing a stake of 985 shares — an estimated $51K sold.

Capital Asset Advisory Services first reported a position in BBHY in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 71 funds tracked by Wall St. Rank hold BBHY as of Q1 2021.

Capital Asset Advisory Services reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 985 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $51K.
Capital Asset Advisory Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $51K in Q4 2020.
71 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.