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	–	2695
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

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

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

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

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

HighTower Advisors

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

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return