Peterson Wealth Advisors, LLC
Position in BBRE — JPMorgan BetaBuilders MSCI US REIT ETF
CIK 1713558
Orem, UT
All Filings in BBRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BBRE | $394,338 | 4,121 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 BBRE | $425,914 | 4,600 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 BBRE | $432,715 | 4,532 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 BBRE | $437,430 | 4,749 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 BBRE | $457,640 | 4,868 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 BBRE | $477,376 | 5,098 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||