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PFG Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

PFG Advisors’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
2023
Q3 		– Sell
-4,413
Closed -$204K – 606
2023
Q2 		$204K Buy
4,413
+131
+3% +$6.11K 0.02% 640
2023
Q1 		$201K Buy
+4,282
New +$200K 0.02% 607
2022
Q1 		– Sell
-8,925
Closed -$481K – 420
2021
Q4 		$481K Buy
8,925
+4,810
+117% +$260K 0.05% 358
2021
Q3 		$223K Buy
+4,115
New +$225K 0.02% 474

Other funds holding BBAG

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LPL Financial
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SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return