Founders Financial Alliance’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Founders Financial Alliance’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
2026 Q2	$15.7K	Hold	146	–	–	﹤0.01%	660
2026 Q1	$14K	Buy	+146	New	+$14.2K	﹤0.01%	608
2025 Q4	–	Sell	-146	Closed	-$13.9K	–	619
2025 Q3	$13.9K	Buy	+146	New	+$13.6K	﹤0.01%	588
2025 Q2	–	Sell	-146	Closed	-$13.7K	–	549
2025 Q1	$13.7K	Hold	146	–	–	﹤0.01%	517
2024 Q4	$13.7K	Hold	146	–	–	﹤0.01%	462
2024 Q3	$14.7K	Hold	146	–	–	﹤0.01%	467
2024 Q2	$12.8K	Hold	146	–	–	﹤0.01%	458
2024 Q1	$12.9K	Hold	146	–	–	﹤0.01%	462
2023 Q4	$13K	Hold	146	–	–	0.01%	416
2023 Q3	$11.4K	Hold	146	–	–	0.01%	409
2023 Q2	$12.3K	Hold	146	–	–	﹤0.01%	439
2023 Q1	$12K	Hold	146	–	–	0.01%	394
2022 Q4	$11.9K	Hold	146	–	–	0.01%	413
2022 Q3	$11K	Buy	+146	New	+$13.2K	0.01%	411
2020 Q4	–	Sell	-354	Closed	-$25K	–	505
2020 Q3	$25K	Buy	+354	New	+$25.9K	0.01%	518

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Founders Financial Alliance's BBRE Position: Q2 2026 in Review

Founders Financial Alliance held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 146 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Founders Financial Alliance first reported a position in BBRE in Q3 2020 and has held it in 15 quarters since. The position peaked at $25K in Q3 2020. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Founders Financial Alliance held 146 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $15.7K as of Q2 2026.
Founders Financial Alliance left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #660 holding.
Founders Financial Alliance first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2020 and has held it in 15 quarters since.
Founders Financial Alliance's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $25K in Q3 2020.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.