Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$2.7M Buy
28,660
+18,986
+196% +$1.81M 0.01% 1071
2025
Q4 		$900K Buy
9,674
+87
+0.9% +$7.75K ﹤0.01% 1557
2025
Q3 		$836K Sell
9,587
-159
-2% -$13.3K ﹤0.01% 1507
2025
Q2 		$786K Sell
9,746
-29,613
-75% -$2.24M ﹤0.01% 1386
2025
Q1 		$2.82M Sell
39,359
-6,523
-14% -$470K 0.01% 718
2024
Q4 		$3.24M Buy
45,882
+11,318
+33% +$824K 0.01% 593
2024
Q3 		$2.5M Sell
34,564
-2,108
-6% -$145K 0.01% 634
2024
Q2 		$2.38M Sell
36,672
-7,285
-17% -$478K 0.01% 597
2024
Q1 		$2.94M Sell
43,957
-84
-0.2% -$5.41K 0.01% 533
2023
Q4 		$2.82M Buy
44,041
+11,833
+37% +$702K 0.02% 518
2023
Q3 		$1.87M Sell
32,208
-1,289
-4% -$78.1K 0.01% 555
2023
Q2 		$2.05M Sell
33,497
-11,848
-26% -$717K 0.01% 514
2023
Q1 		$2.7M Sell
45,345
-3,773
-8% -$226K 0.02% 435
2022
Q4 		$2.81M Sell
49,118
-69,701
-59% -$4.02M 0.02% 399
2022
Q3 		$6.35M Buy
118,819
+11,581
+11% +$687K 0.05% 251
2022
Q2 		$6.3M Buy
107,238
+5,077
+5% +$328K 0.05% 258
2022
Q1 		$7.17M Buy
102,161
+34,670
+51% +$2.34M 0.05% 254
2021
Q4 		$4.54M Buy
+67,491
New +$4.51M 0.03% 308
2021
Q2 		$4.89M Buy
75,578
+37,789
+100% +$2.4M 0.04% 289
2021
Q1 		$4.89M Hold
37,789
– – 0.04% 289
2020
Q4 		$4.89M Hold
37,789
– – 0.04% 289
2020
Q3 		$4.89M Hold
37,789
– – 0.04% 289
2020
Q2 		$4.89M Hold
37,789
– – 0.04% 289
2020
Q1 		$4.89M Hold
37,789
– – 0.04% 289
2019
Q4 		$4.89M Hold
37,789
– – 0.04% 289
2019
Q3 		$4.89M Hold
37,789
– – 0.04% 289
2019
Q2 		$4.89M Hold
37,789
– – 0.04% 289
2019
Q1 		$4.89M Buy
37,789
+37,301
+7,644% +$1.74M 0.04% 289
2018
Q4 		$20K Sell
488
-309
-39% -$14K ﹤0.01% 1134
2018
Q3 		$39K Buy
+797
New +$39.2K ﹤0.01% 793

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBCA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 196% in Q1 2026, buying an estimated $1.81M and bringing the position to 28,660 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1071.

Carson Wealth (CWM LLC) first reported a position in BBCA in Q3 2018 and has held it in 30 quarters since. The position peaked at $7.17M in Q1 2022. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,660 shares of JPMorgan BetaBuilders Canada ETF worth $2.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,986 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $1.81M.
  • JPMorgan BetaBuilders Canada ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1071 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s JPMorgan BetaBuilders Canada ETF position peaked at $7.17M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.