Founders Financial Alliance’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Founders Financial Alliance’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
2024 Q4	–	Sell	-20	Closed	-$947	–	578
2024 Q3	$947	Sell	20 -265	-93%	-$12.3K	﹤0.01%	579
2024 Q2	$13K	Sell	285 -92,292	-100%	-$4.21M	﹤0.01%	455
2024 Q1	$4.28M	Buy	92,577 +7,631	+9%	+$350K	1.28%	15
2023 Q4	$3.9M	Buy	84,946 +1,564	+2%	+$69.3K	1.51%	11
2023 Q3	$3.66M	Buy	83,382 +2,011	+2%	+$89.3K	1.6%	9
2023 Q2	$3.63M	Buy	81,371 +1,474	+2%	+$65.3K	1.43%	9
2023 Q1	$3.59M	Buy	79,897 +1,957	+3%	+$87.3K	1.79%	6
2022 Q4	$3.42M	Buy	+77,940	New	+$3.42M	1.57%	7

Other funds holding BBHY

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

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

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

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

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Founders Financial Alliance's BBHY Position: Q4 2024 in Review

Founders Financial Alliance sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2024, closing a stake of 20 shares — an estimated $947 sold.

Founders Financial Alliance first reported a position in BBHY in Q4 2022 and held it in 8 quarters. The position peaked at $4.28M in Q1 2024. 105 funds tracked by Wall St. Rank hold BBHY as of Q4 2024.

Founders Financial Alliance reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Founders Financial Alliance sold 20 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $947.
Founders Financial Alliance first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Founders Financial Alliance's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $4.28M in Q1 2024.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.