Avidian Wealth Enterprises
BBCA icon

Avidian Wealth Enterprises’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$816K Buy
8,133
+32
+0.4% +$3.32K 0.02% 368
2026
Q2 		$805K Buy
8,101
+36
+0.4% +$3.58K 0.02% 370
2026
Q1 		$759K Sell
8,065
-206
-2% -$19.7K 0.02% 344
2025
Q4 		$769K Buy
8,271
+52
+0.6% +$4.63K 0.03% 275
2025
Q3 		$717K Buy
8,219
+39
+0.5% +$3.25K 0.03% 286
2025
Q2 		$660K Sell
8,180
-150
-2% -$11.4K 0.03% 274
2025
Q1 		$596K Sell
8,330
-57
-0.7% -$4.11K 0.03% 278
2024
Q4 		$592K Sell
8,387
-41
-0.5% -$2.98K 0.03% 265
2024
Q3 		$609K Buy
8,428
+47
+0.6% +$3.22K 0.03% 264
2024
Q2 		$545K Buy
8,381
+52
+0.6% +$3.41K 0.02% 274
2024
Q1 		$556K Sell
8,329
-157,443
-95% -$10.1M 0.03% 249
2023
Q4 		$10.6M Sell
165,772
-3,816
-2% -$226K 0.65% 33
2023
Q3 		$9.9M Sell
169,588
-7,991
-4% -$484K 0.69% 33
2023
Q2 		$10.9M Buy
177,579
+4,593
+3% +$278K 0.71% 34
2023
Q1 		$10.3M Buy
172,986
+22,931
+15% +$1.37M 0.56% 37
2022
Q4 		$8.6M Sell
150,055
-9,200
-6% -$531K 0.56% 36
2022
Q3 		$8.51M Buy
159,255
+9,822
+7% +$583K 0.62% 34
2022
Q2 		$8.78M Buy
+149,433
New +$9.6M 0.62% 33
2020
Q1 		– Sell
-3,850
Closed -$200K – 214
2019
Q4 		$200K Buy
+3,850
New +$195K 0.03% 221

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Strategic Investment Management
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Evansbrook
Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return
Acima Private Wealth
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Nolet Wealth Management
Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Avidian Wealth Enterprises's BBCA Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 0.4% in Q3 2026, buying an estimated $3.32K and bringing the position to 8,133 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #368.

Avidian Wealth Enterprises first reported a position in BBCA in Q4 2019 and has held it in 19 quarters since. The position peaked at $10.9M in Q2 2023. 51 funds tracked by Wall St. Rank hold BBCA as of Q3 2026.

  • Avidian Wealth Enterprises held 8,133 shares of JPMorgan BetaBuilders Canada ETF worth $816K as of Q3 2026.
  • Avidian Wealth Enterprises bought 32 JPMorgan BetaBuilders Canada ETF shares in Q3 2026, an estimated $3.32K.
  • JPMorgan BetaBuilders Canada ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #368 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's JPMorgan BetaBuilders Canada ETF position peaked at $10.9M in Q2 2023.
  • 51 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.