Nicola Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Nicola Wealth Management’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
2022 Q2	–	Sell	-50,000	Closed	-$2.44M	–	144
2022 Q1	$2.44M	Hold	50,000	–	–	0.22%	94
2021 Q4	$2.6M	Hold	50,000	–	–	0.24%	90
2021 Q3	$2.6M	Hold	50,000	–	–	0.27%	90
2021 Q2	$2.62M	Buy	+50,000	New	+$2.59M	0.27%	95

Other funds holding BBHY

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

NAS

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

WCM

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Nicola Wealth Management's BBHY Position: Q2 2022 in Review

Nicola Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2022, closing a stake of 50,000 shares — an estimated $2.44M sold.

Nicola Wealth Management first reported a position in BBHY in Q2 2021 and held it in 4 quarters. The position peaked at $2.62M in Q2 2021. 74 funds tracked by Wall St. Rank hold BBHY as of Q2 2022.

Nicola Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Nicola Wealth Management sold 50,000 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $2.44M.
Nicola Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Nicola Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.62M in Q2 2021.
74 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Nicola Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.