Alaska Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Alaska Wealth Advisors’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
2024 Q4	–	Sell	-154	Closed	-$11.1K	–	66
2024 Q3	$11.1K	Sell	154 -1	-0.6%	-$69	﹤0.01%	107
2024 Q2	$10.1K	Sell	155 -1	-0.6%	-$66	﹤0.01%	102
2024 Q1	$10.4K	Sell	156 -15	-9%	-$966	﹤0.01%	98
2023 Q4	$11K	Sell	171 -47	-22%	-$2.79K	﹤0.01%	100
2023 Q3	$12.7K	Sell	218 -90	-29%	-$5.46K	﹤0.01%	95
2023 Q2	$18.9K	Sell	308 -2	-0.6%	-$121	﹤0.01%	94
2023 Q1	$18.5K	Buy	+310	New	+$18.5K	﹤0.01%	84
2019 Q4	–	Sell	-11,835	Closed	-$592K	–	70
2019 Q3	$592K	Buy	11,835 +2,262	+24%	+$112K	0.07%	25
2019 Q2	$458K	Hold	9,573	–	–	0.05%	45
2019 Q1	$458K	Buy	+9,573	New	+$447K	0.05%	45

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Alaska Wealth Advisors's BBCA Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2024, closing a stake of 154 shares — an estimated $11.1K sold.

Alaska Wealth Advisors first reported a position in BBCA in Q1 2019 and held it in 10 quarters. The position peaked at $592K in Q3 2019. 204 funds tracked by Wall St. Rank hold BBCA as of Q4 2024.

Alaska Wealth Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 154 JPMorgan BetaBuilders Canada ETF shares in Q4 2024, an estimated $11.1K.
Alaska Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2019 and held it in 10 quarters.
Alaska Wealth Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $592K in Q3 2019.
204 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.