SFS
BBRE icon

Sowell Financial Services’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Sowell Financial Services’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,897
Closed -$173K – 730
2021
Q1 		$173K Buy
+1,897
New +$156K 0.01% 1123

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sowell Financial Services's BBRE Position: Q2 2021 in Review

Sowell Financial Services sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2021, closing a stake of 1,897 shares — an estimated $173K sold.

Sowell Financial Services first reported a position in BBRE in Q1 2021 and held it in 1 quarter. The position peaked at $173K in Q1 2021. 37 funds tracked by Wall St. Rank hold BBRE as of Q2 2021.

  • Sowell Financial Services reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,897 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2021, an estimated $173K.
  • Sowell Financial Services first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $173K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.