Summit Wealth Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Summit Wealth Partners’s Portfolio BBAG Stock Details BBAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,858	Closed	-$589K	–	165
2021 Q3	$589K	Hold	10,858	–	–	0.14%	82
2021 Q2	$591K	Sell	10,858 -1,901	-15%	-$103K	0.14%	87
2021 Q1	$685K	Buy	12,759 +3,630	+40%	+$198K	0.18%	75
2020 Q4	$508K	Hold	9,129	–	–	0.14%	85
2020 Q3	$510K	Buy	9,129 +3,579	+64%	+$201K	0.15%	91
2020 Q2	$311K	Buy	5,550 +1,788	+48%	+$99.1K	0.1%	110
2020 Q1	$203K	Buy	+3,762	New	+$203K	0.08%	107

Other funds holding BBAG

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Summit Wealth Partners's BBAG Position: Q4 2021 in Review

Summit Wealth Partners sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2021, closing a stake of 10,858 shares — an estimated $589K sold.

Summit Wealth Partners first reported a position in BBAG in Q1 2020 and held it in 7 quarters. The position peaked at $685K in Q1 2021. 72 funds tracked by Wall St. Rank hold BBAG as of Q4 2021.

Summit Wealth Partners reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
Summit Wealth Partners sold 10,858 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2021, an estimated $589K.
Summit Wealth Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2020 and held it in 7 quarters.
Summit Wealth Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $685K in Q1 2021.
72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2021.

Based on Summit Wealth Partners's 13F filing for Q4 2021, filed 10 Sep 2024.