Avion Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Avion Wealth’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 Q1	–	Sell	-31	Closed	-$1K	–	539
2022 Q4	$1K	Hold	31	–	–	﹤0.01%	398
2022 Q3	$2K	Buy	+31	New	+$1.84K	﹤0.01%	385

Other funds holding BBCA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EPM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avion Wealth's BBCA Position: Q1 2023 in Review

Avion Wealth sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2023, closing a stake of 31 shares — an estimated $1K sold.

Avion Wealth first reported a position in BBCA in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 144 funds tracked by Wall St. Rank hold BBCA as of Q1 2023.

Avion Wealth reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2023 after selling out during the quarter.
Avion Wealth sold 31 JPMorgan BetaBuilders Canada ETF shares in Q1 2023, an estimated $1K.
Avion Wealth first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2022 and held it in 2 quarters.
Avion Wealth's JPMorgan BetaBuilders Canada ETF position peaked at $2K in Q3 2022.
144 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2023.

Based on Avion Wealth's 13F filing for Q1 2023, filed 5 May 2023.