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Cetera Advisor Networks’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$6.05M Buy
131,942
+88,604
+204% +$4.06M 0.03% 559
2023
Q4 		$2.02M Sell
43,338
-12,821
-23% -$573K 0.01% 955
2023
Q3 		$2.48M Buy
+56,159
New +$2.55M 0.02% 806

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Cetera Advisor Networks's BBAG Position: Q1 2024 in Review

Cetera Advisor Networks increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 204% in Q1 2024, buying an estimated $4.06M and bringing the position to 131,942 shares worth $6.05M. The position accounts for 0.03% of the portfolio, ranked #559.

Cetera Advisor Networks first reported a position in BBAG in Q3 2023 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold BBAG as of Q1 2024.

  • Cetera Advisor Networks held 131,942 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $6.05M as of Q1 2024.
  • Cetera Advisor Networks bought 88,604 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2024, an estimated $4.06M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #559 holding.
  • Cetera Advisor Networks first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.