Squar Milner Financial Services’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Squar Milner Financial Services’s Portfolio BBEU Stock Details BBEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-174	Closed	-$6K	–	257
2020 Q1	$6K	Buy	174 +77	+79%	+$3.57K	﹤0.01%	579
2019 Q4	$4K	Buy	+97	New	+$4.75K	﹤0.01%	658
2019 Q3	–	Sell	-387	Closed	-$19K	–	263
2019 Q2	$19K	Buy	387 +184	+91%	+$8.82K	0.01%	460
2019 Q1	$9K	Buy	203 +9	+5%	+$412	0.01%	535
2018 Q4	$8K	Buy	194 +145	+296%	+$6.55K	0.01%	497
2018 Q3	$2K	Buy	+49	New	+$2.41K	﹤0.01%	715

Other funds holding BBEU

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Squar Milner Financial Services's BBEU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q2 2020, closing a stake of 174 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in BBEU in Q3 2018 and held it in 6 quarters. The position peaked at $19K in Q2 2019. 48 funds tracked by Wall St. Rank hold BBEU as of Q2 2020.

Squar Milner Financial Services reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 174 JPMorgan BetaBuilders Europe ETF shares in Q2 2020, an estimated $6K.
Squar Milner Financial Services first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's JPMorgan BetaBuilders Europe ETF position peaked at $19K in Q2 2019.
48 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.