Salem Investment Counselors’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Salem Investment Counselors’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-69	Closed	-$3.79K	–	1112
2023 Q2	$3.79K	Hold	69	–	–	﹤0.01%	947
2023 Q1	$3.72K	Hold	69	–	–	﹤0.01%	938
2022 Q4	$3.42K	Hold	69	–	–	﹤0.01%	914
2022 Q3	$3K	Sell	69 -8	-10%	-$378	﹤0.01%	900
2022 Q2	$4K	Hold	77	–	–	﹤0.01%	896
2022 Q1	$4K	Buy	77 +8	+12%	+$453	﹤0.01%	858
2021 Q4	$4K	Buy	+69	New	+$4.13K	﹤0.01%	944

Other funds holding BBIN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Salem Investment Counselors's BBIN Position: Q3 2023 in Review

Salem Investment Counselors sold out of JPMorgan BetaBuilders International Equity ETF (BBIN) in Q3 2023, closing a stake of 69 shares — an estimated $3.79K sold.

Salem Investment Counselors first reported a position in BBIN in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 70 funds tracked by Wall St. Rank hold BBIN as of Q3 2023.

Salem Investment Counselors reported no remaining JPMorgan BetaBuilders International Equity ETF position as of Q3 2023 after selling out during the quarter.
Salem Investment Counselors sold 69 JPMorgan BetaBuilders International Equity ETF shares in Q3 2023, an estimated $3.79K.
Salem Investment Counselors first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2021 and held it in 7 quarters.
Salem Investment Counselors's JPMorgan BetaBuilders International Equity ETF position peaked at $4K in Q2 2022.
70 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.