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

Capital Investment 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
2026
Q2 		$40.8K Buy
886
+19
+2% +$875 ﹤0.01% 982
2026
Q1 		$39.7K Sell
867
-527
-38% -$24.4K ﹤0.01% 901
2025
Q4 		$64.8K Buy
1,394
+28
+2% +$1.3K ﹤0.01% 778
2025
Q3 		$64.2K Buy
1,366
+346
+34% +$16.1K 0.01% 734
2025
Q2 		$47.6K Sell
1,020
-800
-44% -$36.5K ﹤0.01% 759
2025
Q1 		$83.8K Buy
+1,820
New +$84.5K 0.01% 641

Other funds holding BBHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Capital Investment Advisory Services's BBHY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 2.2% in Q2 2026, buying an estimated $875 and bringing the position to 886 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Capital Investment Advisory Services first reported a position in BBHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $83.8K in Q1 2025. 43 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Capital Investment Advisory Services held 886 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $40.8K as of Q2 2026.
  • Capital Investment Advisory Services bought 19 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $875.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #982 holding.
  • Capital Investment Advisory Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Capital Investment Advisory Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $83.8K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.