Abound Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Abound Wealth Management’s Portfolio BBCA Stock Details BBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5K	Hold	126	–	–	﹤0.01%	440
2026 Q1	$11.9K	Hold	126	–	–	﹤0.01%	506
2025 Q4	$11.7K	Hold	126	–	–	﹤0.01%	474
2025 Q3	$11K	Hold	126	–	–	﹤0.01%	471
2025 Q2	$10.2K	Hold	126	–	–	﹤0.01%	443
2025 Q1	$9.02K	Hold	126	–	–	﹤0.01%	424
2024 Q4	$8.89K	Hold	126	–	–	﹤0.01%	407
2024 Q3	$9.11K	Buy	+126	New	+$8.64K	﹤0.01%	431
2023 Q4	–	Sell	-1	Closed	-$59	–	1355
2023 Q3	$59	Buy	+1	New	+$61	﹤0.01%	1158
2022 Q4	–	Sell	-348	Closed	-$18.6K	–	727
2022 Q3	$18.6K	Buy	+348	New	+$20.7K	0.01%	198

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Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return