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Atria Wealth Solutions’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-5,360
Closed -$384K – 1493
2025
Q1 		$384K Sell
5,360
-131
-2% -$9.44K ﹤0.01% 1335
2024
Q4 		$388K Buy
5,491
+40
+0.7% +$2.91K ﹤0.01% 1404
2024
Q3 		$394K Sell
5,451
-1,439
-21% -$98.7K ﹤0.01% 1358
2024
Q2 		$448K Sell
6,890
-149
-2% -$9.78K ﹤0.01% 1294
2024
Q1 		$470K Sell
7,039
-412
-6% -$26.5K 0.01% 1301
2023
Q4 		$478K Sell
7,451
-93
-1% -$5.51K 0.01% 1238
2023
Q3 		$439K Sell
7,544
-47
-0.6% -$2.85K 0.01% 1190
2023
Q2 		$465K Sell
7,591
-548
-7% -$33.2K 0.01% 1193
2023
Q1 		$485K Sell
8,139
-423
-5% -$25.3K 0.01% 1155
2022
Q4 		$491K Sell
8,562
-260
-3% -$15K 0.01% 1091
2022
Q3 		$472K Sell
8,822
-6
-0.1% -$356 0.01% 1059
2022
Q2 		$519K Buy
8,828
+5,946
+206% +$384K 0.01% 958
2022
Q1 		$202K Buy
+2,882
New +$194K ﹤0.01% 1592

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's BBCA Position: Q2 2025 in Review

Atria Wealth Solutions sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2025, closing a stake of 5,360 shares — an estimated $384K sold.

Atria Wealth Solutions first reported a position in BBCA in Q1 2022 and held it in 13 quarters. The position peaked at $519K in Q2 2022. 212 funds tracked by Wall St. Rank hold BBCA as of Q2 2025.

  • Atria Wealth Solutions reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,360 JPMorgan BetaBuilders Canada ETF shares in Q2 2025, an estimated $384K.
  • Atria Wealth Solutions first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's JPMorgan BetaBuilders Canada ETF position peaked at $519K in Q2 2022.
  • 212 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.