Peterson Wealth Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Peterson Wealth Advisors’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$449K	Buy	4,186 +65	+2%	+$6.76K	0.05%	74
2026 Q1	$394K	Sell	4,121 -479	-10%	-$46.6K	0.05%	73
2025 Q4	$426K	Buy	4,600 +68	+2%	+$6.4K	0.06%	73
2025 Q3	$428K	Sell	4,532 -217	-5%	-$20.3K	0.06%	70
2025 Q2	$437K	Sell	4,749 -119	-2%	-$10.9K	0.07%	68
2025 Q1	$410K	Sell	4,868 -230	-5%	-$21.8K	0.08%	65
2024 Q4	$480K	Buy	+5,098	New	+$503K	0.09%	58

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Peterson Wealth Advisors's BBRE Position: Q2 2026 in Review

Peterson Wealth Advisors increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 1.6% in Q2 2026, buying an estimated $6.76K and bringing the position to 4,186 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #74.

Peterson Wealth Advisors first reported a position in BBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $480K in Q4 2024. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Peterson Wealth Advisors held 4,186 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $449K as of Q2 2026.
Peterson Wealth Advisors bought 65 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $6.76K.
JPMorgan BetaBuilders MSCI US REIT ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Peterson Wealth Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and has held it in 7 quarters since.
Peterson Wealth Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $480K in Q4 2024.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.