Sowell Financial Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Sowell Financial Services’s Portfolio BBHY Stock Details BBHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-58	Closed	-$3K	–	2694
2020 Q3	$3K	Buy	58 +1	+2%	+$50	﹤0.01%	2107
2020 Q2	$3K	Sell	57 -228	-80%	-$10.8K	﹤0.01%	2025
2020 Q1	$13K	Sell	285 -1	-0.3%	-$49	﹤0.01%	1517
2019 Q4	$15K	Buy	286 +127	+80%	+$6.53K	﹤0.01%	1531
2019 Q3	$8K	Buy	+159	New	+$8.16K	﹤0.01%	1595

Other funds holding BBHY

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

NAS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sowell Financial Services's BBHY Position: Q4 2020 in Review

Sowell Financial Services sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2020, closing a stake of 58 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in BBHY in Q3 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 66 funds tracked by Wall St. Rank hold BBHY as of Q4 2020.

Sowell Financial Services reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 58 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $3K.
Sowell Financial Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $15K in Q4 2019.
66 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.