GPS Wealth Strategies Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-557	Closed	-$25.9K	–	1252
2023 Q4	$25.9K	Sell	557 -61,455	-99%	-$2.75M	﹤0.01%	630
2023 Q3	$2.74M	Buy	62,012 +12,033	+24%	+$546K	0.53%	36
2023 Q2	$2.31M	Buy	49,979 +26,284	+111%	+$1.23M	0.43%	48
2023 Q1	$1.11M	Buy	+23,695	New	+$1.1M	0.23%	81
2022 Q4	–	Sell	-1,099	Closed	-$50K	–	190
2022 Q3	$50K	Buy	+1,099	New	+$52.4K	0.01%	429

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

GPS Wealth Strategies Group's BBAG Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2024, closing a stake of 557 shares — an estimated $25.9K sold.

GPS Wealth Strategies Group first reported a position in BBAG in Q3 2022 and held it in 5 quarters. The position peaked at $2.74M in Q3 2023. 91 funds tracked by Wall St. Rank hold BBAG as of Q1 2024.

GPS Wealth Strategies Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 557 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2024, an estimated $25.9K.
GPS Wealth Strategies Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2022 and held it in 5 quarters.
GPS Wealth Strategies Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.74M in Q3 2023.
91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.