U.S. Capital Wealth Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-400	Closed	-$32.6K	–	719
2022 Q4	$32.6K	Buy	+400	New	+$32.7K	﹤0.01%	984

Other funds holding BBRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

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

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

U.S. Capital Wealth Advisors's BBRE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2023, closing a stake of 400 shares — an estimated $32.6K sold.

U.S. Capital Wealth Advisors first reported a position in BBRE in Q4 2022 and held it in 1 quarter. The position peaked at $32.6K in Q4 2022. 34 funds tracked by Wall St. Rank hold BBRE as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 400 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2023, an estimated $32.6K.
U.S. Capital Wealth Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $32.6K in Q4 2022.
34 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.