Baldwin Wealth Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Baldwin Wealth Partners’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
2022 Q3	–	Sell	-158	Closed	-$9K	–	664
2022 Q2	$9K	Buy	+158	New	+$10.2K	﹤0.01%	539

Other funds holding BBCA

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

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

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

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

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baldwin Wealth Partners's BBCA Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2022, closing a stake of 158 shares — an estimated $9K sold.

Baldwin Wealth Partners first reported a position in BBCA in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 130 funds tracked by Wall St. Rank hold BBCA as of Q3 2022.

Baldwin Wealth Partners reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 158 JPMorgan BetaBuilders Canada ETF shares in Q3 2022, an estimated $9K.
Baldwin Wealth Partners first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2022 and held it in 1 quarter.
Baldwin Wealth Partners's JPMorgan BetaBuilders Canada ETF position peaked at $9K in Q2 2022.
130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.