AF
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Allworth Financial’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Allworth Financial’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 		$81.3K Sell
817
-63
-7% -$6.26K ﹤0.01% 2089
2026
Q1 		$82.8K Buy
880
+95
+12% +$9.08K ﹤0.01% 1963
2025
Q4 		$73K Buy
785
+33
+4% +$2.94K ﹤0.01% 1946
2025
Q3 		$65.6K Buy
752
+50
+7% +$4.17K ﹤0.01% 1937
2025
Q2 		$56.7K Buy
702
+143
+26% +$10.8K ﹤0.01% 1878
2025
Q1 		$41.3K Sell
559
-251
-31% -$18.1K ﹤0.01% 1653
2024
Q4 		$58.4K Sell
810
-435
-35% -$31.7K ﹤0.01% 1503
2024
Q3 		$90K Sell
1,245
-189
-13% -$13K ﹤0.01% 1134
2024
Q2 		$96.2K Sell
1,434
-1,698
-54% -$111K ﹤0.01% 1093
2024
Q1 		$209K Buy
3,132
+2,979
+1,947% +$192K ﹤0.01% 769
2023
Q4 		$9.79K Buy
153
+1
+0.7% +$59 ﹤0.01% 1986
2023
Q3 		$8.84K Sell
152
-73
-32% -$4.42K ﹤0.01% 1886
2023
Q2 		$13.8K Buy
225
+58
+35% +$3.51K ﹤0.01% 1751
2023
Q1 		$9.94K Buy
+167
New +$9.99K ﹤0.01% 1793
2020
Q2 		– Sell
-33
Closed -$1K – 1177
2020
Q1 		$1K Hold
33
– – ﹤0.01% 1115
2019
Q4 		$2K Hold
33
– – ﹤0.01% 889
2019
Q3 		$2K Buy
+33
New +$1.64K ﹤0.01% 799

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Allworth Financial's BBCA Position: Q2 2026 in Review

Allworth Financial reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 7.2% in Q2 2026, selling an estimated $6.26K and leaving 817 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Allworth Financial first reported a position in BBCA in Q3 2019 and has held it in 17 quarters since. The position peaked at $209K in Q1 2024. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Allworth Financial held 817 shares of JPMorgan BetaBuilders Canada ETF worth $81.3K as of Q2 2026.
  • Allworth Financial sold 63 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $6.26K.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2089 holding.
  • Allworth Financial first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2019 and has held it in 17 quarters since.
  • Allworth Financial's JPMorgan BetaBuilders Canada ETF position peaked at $209K in Q1 2024.
  • 262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.