Elevated Capital Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Elevated Capital Advisors’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 Q3	$220K	Buy	+4,225	New	+$220K	0.08%	171
2021 Q1	$278K	Sell	5,374 -237	-4%	-$12.3K	0.11%	148
2020 Q4	$291K	Buy	5,611 +260	+5%	+$13.3K	0.13%	156
2020 Q3	$274K	Sell	5,351 -114	-2%	-$5.72K	0.13%	145
2020 Q2	$278K	Buy	+5,465	New	+$260K	0.13%	135
2019 Q1	$245K	Buy	+5,162	New	+$256K	0.16%	125

Other funds holding BBHY

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

CCM

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

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Elevated Capital Advisors's BBHY Position: Q3 2021 in Review

Elevated Capital Advisors opened a new position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2021: 4,225 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #171 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in BBHY as recently as Q1 2021.

Elevated Capital Advisors first reported a position in BBHY in Q1 2019 and has held it in 6 quarters since. The position peaked at $291K in Q4 2020. 74 funds tracked by Wall St. Rank hold BBHY as of Q3 2021.

Elevated Capital Advisors held 4,225 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $220K as of Q3 2021.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF was a new Elevated Capital Advisors position in Q3 2021.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.08% of Elevated Capital Advisors's portfolio in Q3 2021, its #171 holding.
Elevated Capital Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2019 and has held it in 6 quarters since.
Elevated Capital Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $291K in Q4 2020.
74 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Elevated Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.