WCG Wealth Advisors »

J P Morgan Exchange Traded F dcplnd hg yld shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F dcplnd hg yld (BBHY) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in J P Morgan Exchange Traded F dcplnd hg yld

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F dcplnd hg yld held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F dcplnd hg yld by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $498k 11k 45.90

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding J P Morgan Exchange Traded F dcplnd hg yld

Jpmorgan Chase & Co
Bank of America Corporation
Great Valley Advisor Group
HighTower Advisors
Janney Montgomery Scott
Assetmark
Dynamic Advisors Solutions
Vestmark Advisory Solutions
Cambridge Investment Research Advisors
Daymark Wealth Partners
Windsor Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Jane Street
Founders Financial Alliance

View all funds holding J P Morgan Exchange Traded F dcplnd hg yld