Valeo Financial Advisors’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Valeo Financial Advisors’s Portfolio BBAX Stock Details BBAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-26	Closed	-$1K	–	639
2021 Q1	$1K	Buy	+26	New	+$1.48K	﹤0.01%	1866
2020 Q3	–	Sell	-231	Closed	-$10K	–	1627
2020 Q2	$10K	Hold	231	–	–	﹤0.01%	1270
2020 Q1	$9K	Hold	231	–	–	﹤0.01%	1117
2019 Q4	$12K	Buy	+231	New	+$11.7K	﹤0.01%	1046
2018 Q4	–	Sell	-258	Closed	-$12K	–	1489
2018 Q3	$12K	Buy	+258	New	+$12.8K	﹤0.01%	905

Other funds holding BBAX

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

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

DWT

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

Valeo Financial Advisors's BBAX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) in Q2 2021, closing a stake of 26 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BBAX in Q3 2018 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 59 funds tracked by Wall St. Rank hold BBAX as of Q2 2021.

Valeo Financial Advisors reported no remaining JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 26 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q3 2018 and held it in 5 quarters.
Valeo Financial Advisors's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $12K in Q4 2019.
59 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.