Commonwealth Equity Services’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Commonwealth Equity Services’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,139	Closed	-$343	–	3841
2023 Q1	$343	Sell	4,139 -1,956	-32%	-$167K	﹤0.01%	2842
2022 Q4	$497K	Sell	6,095 -1,447	-19%	-$118K	﹤0.01%	2477
2022 Q3	$590K	Buy	7,542 +817	+12%	+$73.8K	﹤0.01%	2263
2022 Q2	$590K	Buy	+6,725	New	+$650K	﹤0.01%	2292

Other funds holding BBRE

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

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

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

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

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Commonwealth Equity Services's BBRE Position: Q2 2023 in Review

Commonwealth Equity Services sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2023, closing a stake of 4,139 shares — an estimated $343 sold.

Commonwealth Equity Services first reported a position in BBRE in Q2 2022 and held it in 4 quarters. The position peaked at $590K in Q3 2022. 30 funds tracked by Wall St. Rank hold BBRE as of Q2 2023.

Commonwealth Equity Services reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2023 after selling out during the quarter.
Commonwealth Equity Services sold 4,139 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2023, an estimated $343.
Commonwealth Equity Services first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2022 and held it in 4 quarters.
Commonwealth Equity Services's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $590K in Q3 2022.
30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.