Arlington Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Arlington Partners’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
2023 Q4	–	Sell	-11,845	Closed	-$689K	–	259
2023 Q3	$689K	Hold	11,845	–	–	0.28%	54
2023 Q2	$726K	Buy	+11,845	New	+$717K	0.11%	68

Other funds holding BBCA

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

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

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

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

RBA

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

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

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

RIG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Arlington Partners's BBCA Position: Q4 2023 in Review

Arlington Partners sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 11,845 shares — an estimated $689K sold.

Arlington Partners first reported a position in BBCA in Q2 2023 and held it in 2 quarters. The position peaked at $726K in Q2 2023. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

Arlington Partners reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 11,845 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $689K.
Arlington Partners first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2023 and held it in 2 quarters.
Arlington Partners's JPMorgan BetaBuilders Canada ETF position peaked at $726K in Q2 2023.
163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.