Avior Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-251	Closed	-$17.7K	–	876
2024 Q4	$17.7K	Buy	251 +159	+173%	+$11.6K	﹤0.01%	1444
2024 Q3	$6.65K	Sell	92 -113	-55%	-$7.75K	﹤0.01%	1677
2024 Q2	$13.3K	Sell	205 -3	-1%	-$197	﹤0.01%	1437
2024 Q1	$13.9K	Buy	208 +205	+6,833%	+$13.2K	﹤0.01%	1748
2023 Q4	$192	Hold	3	–	–	﹤0.01%	1470
2023 Q3	$174	Hold	3	–	–	﹤0.01%	1540
2023 Q2	$183	Hold	3	–	–	﹤0.01%	1510
2023 Q1	$178	Hold	3	–	–	﹤0.01%	1568
2022 Q4	$171	Hold	3	–	–	﹤0.01%	1226
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1155
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1065
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1103
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1091
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1054
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1029
2021 Q1	$0	Buy	+3	New	+$171	﹤0.01%	1006
2019 Q3	–	Sell	-134	Closed	-$7K	–	777
2019 Q2	$7K	Buy	+134	New	+$6.55K	﹤0.01%	624

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avior Wealth Management's BBCA Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 251 shares — an estimated $17.7K sold.

Avior Wealth Management first reported a position in BBCA in Q2 2019 and held it in 17 quarters. The position peaked at $17.7K in Q4 2024. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

Avior Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 251 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $17.7K.
Avior Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2019 and held it in 17 quarters.
Avior Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $17.7K in Q4 2024.
183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.