RAFFA WEALTH MANAGEMENT, LLC’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2022 Q4	–	Sell	-220	Closed	-$17.2K	–	1076
2022 Q3	$17.2K	Hold	220	–	–	0.01%	220
2022 Q2	$19.3K	Buy	220 +11	+5%	+$1.06K	0.01%	208
2022 Q1	$22.2K	Buy	+209	New	+$21.5K	0.01%	201

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's BBRE Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2022, closing a stake of 220 shares — an estimated $17.2K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BBRE in Q1 2022 and held it in 3 quarters. The position peaked at $22.2K in Q1 2022. 39 funds tracked by Wall St. Rank hold BBRE as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 220 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2022, an estimated $17.2K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2022 and held it in 3 quarters.
RAFFA WEALTH MANAGEMENT, LLC's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $22.2K in Q1 2022.
39 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.