Ladenburg Thalmann Financial Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$290K	Sell	5,591 -238	-4%	-$12.2K	﹤0.01%	2228
2019 Q3	$299K	Buy	5,829 +19	+0.3%	+$975	﹤0.01%	2174
2019 Q2	$296K	Buy	5,810 +4,301	+285%	+$218K	﹤0.01%	2152
2019 Q1	$76K	Sell	1,509 -3,154	-68%	-$156K	﹤0.01%	3088
2018 Q4	$222K	Buy	4,663 +2,450	+111%	+$119K	﹤0.01%	2167
2018 Q3	$110K	Sell	2,213 -5,972	-73%	-$298K	﹤0.01%	2745
2018 Q2	$409K	Hold	8,185	–	–	﹤0.01%	1698
2018 Q1	$409K	Sell	8,185 -361	-4%	-$18.3K	﹤0.01%	1698
2017 Q4	$438K	Sell	8,546 -36	-0.4%	-$1.85K	﹤0.01%	1650
2017 Q3	$444K	Buy	8,582 +2,214	+35%	+$114K	﹤0.01%	1549
2017 Q2	$327K	Buy	6,368 +2,915	+84%	+$150K	﹤0.01%	1681
2017 Q1	$176K	Buy	+3,453	New	+$176K	﹤0.01%	2003

Other funds holding BBHY

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BBHY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 4.1% in Q4 2019, selling an estimated $12.2K and leaving 5,591 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Ladenburg Thalmann Financial Services first reported a position in BBHY in Q1 2017 and has held it in 12 quarters since. The position peaked at $444K in Q3 2017. 44 funds tracked by Wall St. Rank hold BBHY as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,591 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $290K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 238 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $12.2K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2228 holding.
Ladenburg Thalmann Financial Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2017 and has held it in 12 quarters since.
Ladenburg Thalmann Financial Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $444K in Q3 2017.
44 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.