Capital Analysts LLC’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Capital Analysts LLC’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
2024 Q2	–	Sell	-112	Closed	-$7K	–	1202
2024 Q1	$7K	Buy	+112	New	+$7.21K	﹤0.01%	952
2022 Q4	–	Sell	-173	Closed	-$9K	–	1064
2022 Q3	$9K	Hold	173	–	–	﹤0.01%	807
2022 Q2	$10K	Hold	173	–	–	﹤0.01%	786
2022 Q1	$12K	Hold	173	–	–	﹤0.01%	722
2021 Q4	$12K	Hold	173	–	–	﹤0.01%	784
2021 Q3	$11K	Hold	173	–	–	﹤0.01%	778
2021 Q2	$11K	Sell	173 -1	-0.6%	-$63	﹤0.01%	731
2021 Q1	$10K	Hold	174	–	–	﹤0.01%	788
2020 Q4	$9K	Hold	174	–	–	﹤0.01%	575
2020 Q3	$8K	Hold	174	–	–	﹤0.01%	604
2020 Q2	$8K	Buy	+174	New	+$7.41K	﹤0.01%	565
2020 Q1	–	Sell	-33	Closed	-$2K	–	684
2019 Q4	$2K	Buy	+33	New	+$1.67K	﹤0.01%	664

Other funds holding BBCA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EPM

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

Capital Analysts LLC's BBCA Position: Q2 2024 in Review

Capital Analysts LLC sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2024, closing a stake of 112 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in BBCA in Q4 2019 and held it in 12 quarters. The position peaked at $12K in Q1 2022. 176 funds tracked by Wall St. Rank hold BBCA as of Q2 2024.

Capital Analysts LLC reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2024 after selling out during the quarter.
Capital Analysts LLC sold 112 JPMorgan BetaBuilders Canada ETF shares in Q2 2024, an estimated $7K.
Capital Analysts LLC first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and held it in 12 quarters.
Capital Analysts LLC's JPMorgan BetaBuilders Canada ETF position peaked at $12K in Q1 2022.
176 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2024.

Based on Capital Analysts LLC's 13F filing for Q2 2024, filed 14 Aug 2024.