Brandywine Oak Private Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Brandywine Oak Private 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
2026 Q3	$238K	Sell	2,369 -19	-0.8%	-$1.97K	0.02%	215
2026 Q2	$237K	Buy	2,388 +19	+0.8%	+$1.89K	0.02%	224
2026 Q1	$223K	Hold	2,369	–	–	0.02%	216
2025 Q4	$220K	Hold	2,369	–	–	0.02%	229
2025 Q3	$207K	Buy	+2,369	New	+$198K	0.02%	232
2025 Q1	–	Sell	-3,065	Closed	-$216K	–	226
2024 Q4	$216K	Buy	3,065 +32	+1%	+$2.33K	0.02%	220
2024 Q3	$219K	Buy	+3,033	New	+$208K	0.02%	222
2024 Q2	–	Sell	-3,033	Closed	-$203K	–	229
2024 Q1	$203K	Buy	+3,033	New	+$195K	0.02%	230

Other funds holding BBCA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Brandywine Oak Private Wealth's BBCA Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 0.8% in Q3 2026, selling an estimated $1.97K and leaving 2,369 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #215.

Brandywine Oak Private Wealth first reported a position in BBCA in Q1 2024 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold BBCA as of Q3 2026.

Brandywine Oak Private Wealth held 2,369 shares of JPMorgan BetaBuilders Canada ETF worth $238K as of Q3 2026.
Brandywine Oak Private Wealth sold 19 JPMorgan BetaBuilders Canada ETF shares in Q3 2026, an estimated $1.97K.
JPMorgan BetaBuilders Canada ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #215 holding.
Brandywine Oak Private Wealth first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2024 and has held it in 8 quarters since.
156 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.