Pinnacle Wealth Management Advisory Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2022 Q2	–	Sell	-4,172	Closed	-$211K	–	287
2022 Q1	$211K	Sell	4,172 -96	-2%	-$4.99K	0.03%	264
2021 Q4	$230K	Sell	4,268 -240	-5%	-$13K	0.04%	243
2021 Q3	$245K	Hold	4,508	–	–	0.06%	196
2021 Q2	$246K	Sell	4,508 -5	-0.1%	-$271	0.06%	195
2021 Q1	$242K	Buy	4,513 +90	+2%	+$4.92K	0.07%	171
2020 Q4	$246K	Hold	4,423	–	–	0.08%	164
2020 Q3	$247K	Hold	4,423	–	–	0.09%	157
2020 Q2	$247K	Sell	4,423 -282	-6%	-$15.6K	0.09%	152
2020 Q1	$254K	Buy	+4,705	New	+$253K	0.12%	129

Other funds holding BBAG

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

NAS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's BBAG Position: Q2 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2022, closing a stake of 4,172 shares — an estimated $211K sold.

Pinnacle Wealth Management Advisory Group first reported a position in BBAG in Q1 2020 and held it in 9 quarters. The position peaked at $254K in Q1 2020. 68 funds tracked by Wall St. Rank hold BBAG as of Q2 2022.

Pinnacle Wealth Management Advisory Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 4,172 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2022, an estimated $211K.
Pinnacle Wealth Management Advisory Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2020 and held it in 9 quarters.
Pinnacle Wealth Management Advisory Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $254K in Q1 2020.
68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2022, filed 1 Aug 2022.