AWE
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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
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 		$9.86M 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 +$9.64M 0.62% 33
2020
Q1 		– Sell
-3,850
Closed -$200K – 214
2019
Q4 		$200K Buy
+3,850
New +$195K 0.03% 221

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 $104B AUM 28.3% 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

Avidian Wealth Enterprises's BBCA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 0.45% in Q2 2026, buying an estimated $3.58K and bringing the position to 8,101 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #370.

Avidian Wealth Enterprises first reported a position in BBCA in Q4 2019 and has held it in 18 quarters since. The position peaked at $10.9M in Q2 2023. 261 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Avidian Wealth Enterprises held 8,101 shares of JPMorgan BetaBuilders Canada ETF worth $805K as of Q2 2026.
  • Avidian Wealth Enterprises bought 36 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $3.58K.
  • JPMorgan BetaBuilders Canada ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #370 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's JPMorgan BetaBuilders Canada ETF position peaked at $10.9M in Q2 2023.
  • 261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.