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Hantz Financial Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Hantz Financial Services’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
Q4 		– Sell
-12
Closed -$1K – 1094
2024
Q3 		$1K Buy
+12
New +$559 ﹤0.01% 999

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CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Hantz Financial Services's BBAG Position: Q4 2024 in Review

Hantz Financial Services sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2024, closing a stake of 12 shares — an estimated $1K sold.

Hantz Financial Services first reported a position in BBAG in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 97 funds tracked by Wall St. Rank hold BBAG as of Q4 2024.

  • Hantz Financial Services reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hantz Financial Services sold 12 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2024, an estimated $1K.
  • Hantz Financial Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Hantz Financial Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2024.

Based on Hantz Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.