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Buck Wealth Strategies’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-217
Closed -$12.6K – 96
2023
Q3 		$12.6K Buy
+217
New +$13.2K 0.01% 188

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Buck Wealth Strategies's BBCA Position: Q4 2023 in Review

Buck Wealth Strategies sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 217 shares — an estimated $12.6K sold.

Buck Wealth Strategies first reported a position in BBCA in Q3 2023 and held it in 1 quarter. The position peaked at $12.6K in Q3 2023. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

  • Buck Wealth Strategies reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 217 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $12.6K.
  • Buck Wealth Strategies first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's JPMorgan BetaBuilders Canada ETF position peaked at $12.6K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.