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

Cetera 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
2024 Q1	$612K	Buy	13,333 +635	+5%	+$29.1K	﹤0.01%	1473
2023 Q4	$591K	Sell	12,698 -1,947	-13%	-$87K	0.01%	1038
2023 Q3	$648K	Buy	14,645 +7,544	+106%	+$342K	0.01%	918
2023 Q2	$328K	Buy	7,101 +202	+3%	+$9.42K	0.01%	1266
2023 Q1	$324K	Buy	+6,899	New	+$322K	0.01%	1239

Other funds holding BBAG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IHWM

Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Cetera Advisors's BBAG Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 5% in Q1 2024, buying an estimated $29.1K and bringing the position to 13,333 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Cetera Advisors first reported a position in BBAG in Q1 2023 and has held it in 5 quarters since. The position peaked at $648K in Q3 2023. 91 funds tracked by Wall St. Rank hold BBAG as of Q1 2024.

Cetera Advisors held 13,333 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $612K as of Q1 2024.
Cetera Advisors bought 635 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2024, an estimated $29.1K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1473 holding.
Cetera Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2023 and has held it in 5 quarters since.
Cetera Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $648K in Q3 2023.
91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2024.

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