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Orion Portfolio Solutions’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-544
Closed -$26K – 577
2020
Q2 		$26K Buy
544
+431
+381% +$20.5K ﹤0.01% 870
2020
Q1 		$5K Buy
+113
New +$5.59K ﹤0.01% 1276

Other funds holding BBHY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Orion Portfolio Solutions's BBHY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2020, closing a stake of 544 shares — an estimated $26K sold.

Orion Portfolio Solutions first reported a position in BBHY in Q1 2020 and held it in 2 quarters. The position peaked at $26K in Q2 2020. 56 funds tracked by Wall St. Rank hold BBHY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 544 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2020, an estimated $26K.
  • Orion Portfolio Solutions first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $26K in Q2 2020.
  • 56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.