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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.18B AUM 25.3% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

HighTower Advisors

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

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