AFC
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Ares Financial Consulting’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Ares Financial Consulting’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 		$19.3K Buy
+194
New +$19.3K 0.01% 425
2026
Q1 		– Sell
-2
Closed -$144 – 1072
2025
Q4 		$144 Buy
+2
New +$178 ﹤0.01% 880

Other funds holding BBCA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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 51.91% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ares Financial Consulting's BBCA Position: Q2 2026 in Review

Ares Financial Consulting opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026: 194 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Ares Financial Consulting previously reported a position in BBCA as recently as Q4 2025.

Ares Financial Consulting first reported a position in BBCA in Q4 2025 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Ares Financial Consulting held 194 shares of JPMorgan BetaBuilders Canada ETF worth $19.3K as of Q2 2026.
  • JPMorgan BetaBuilders Canada ETF was a new Ares Financial Consulting position in Q2 2026.
  • JPMorgan BetaBuilders Canada ETF made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #425 holding.
  • Ares Financial Consulting first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2025 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.