Peterson Wealth Advisors, LLC BBRE — J P MORGAN EXCHANGE TRADED F

Ownership history in Peterson Wealth Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Peterson Wealth Advisors, LLC reported J P MORGAN EXCHANGE TRADED F (BBRE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows BBRE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peterson Wealth Advisors, LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBRE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBRE stock page Peterson Wealth Advisors, LLC fund profile Peterson Wealth Advisors, LLC full holdings
How Peterson Wealth Advisors, LLC held BBRE — position size vs. price
% of Fund (quarterly)    BBRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,121 -479 -10.4% 0.05% $394K 2026-04-09 $100.04
2025 Q4 ADDED — — — 4,600 +68 +1.5% 0.06% $426K 2026-01-09 $93.61
2025 Q3 REDUCED — — — 4,532 -217 -4.6% 0.06% $428K 2025-10-09 $92.07
2025 Q2 REDUCED — — — 4,749 -119 -2.4% 0.07% $437K 2025-07-07 $90.16
2025 Q1 REDUCED — — — 4,868 -230 -4.5% 0.08% $410K 2025-04-30 $88.63
2024 Q4 INITIATED — — — 5,098 — — 0.09% $480K 2025-01-17 $90.31

🏢 Other funds also holding BBRE

As of 2026 Q1 — sorted by position size

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3Y 7Y 36.28% Global Endowment Management, LP 3Y 7Y 4.66% Alaska Permanent Capital Management, LLC 3Y 7Y 3.4% Alaska Wealth Advisors, LLC 3Y 7Y 3.29% IFC & Insurance Marketing, Inc. 0.59% Bleakley Financial Group, LLC 3Y 0.42% Concurrent Investment Advisors, LLC 0.15% KERR FINANCIAL PLANNING Corp 0.12% BAKER BOYER NATIONAL BANK 3Y 7Y 0.09% HighTower Advisors, LLC 3Y 7Y 0.04%

FAQ About Peterson Wealth Advisors, LLC and BBRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peterson Wealth Advisors, LLC reported owning BBRE?

Peterson Wealth Advisors, LLC reported BBRE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BBRE position in Peterson Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BBRE was 0.09% in 2024 Q4.

What is the latest reported BBRE position on this page?

The most recent filing on this page is 2026 Q1, when Peterson Wealth Advisors, LLC reported 4,121 shares, equal to 0.05% of portfolio, with an estimated market value of $394K.

What does the chart on this BBRE ownership page compare?

The chart compares Peterson Wealth Advisors, LLC's quarterly BBRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peterson Wealth Advisors, LLC time their BBRE position?

Based on 13F filing dates vs. subsequent BBRE price moves, Peterson Wealth Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BBRE relative to SPY over the holding period was -3.3%.

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