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Cassady Schiller Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$17.2K Hold
243
– – 0.01% 294
2024
Q3 		$17.6K Hold
243
– – 0.01% 281
2024
Q2 		$15.8K Hold
243
– – 0.01% 289
2024
Q1 		$16.2K Hold
243
– – 0.01% 306
2023
Q4 		$15.6K Hold
243
– – 0.01% 297
2023
Q3 		$14.1K Hold
243
– – 0.01% 303
2023
Q2 		$14.9K Buy
+243
New +$14.7K 0.01% 305

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Cassady Schiller Wealth Management's BBCA Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q4 2024 at 243 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #294.

Cassady Schiller Wealth Management first reported a position in BBCA in Q2 2023 and has held it in 7 quarters since. The position peaked at $17.6K in Q3 2024. 204 funds tracked by Wall St. Rank hold BBCA as of Q4 2024.

  • Cassady Schiller Wealth Management held 243 shares of JPMorgan BetaBuilders Canada ETF worth $17.2K as of Q4 2024.
  • Cassady Schiller Wealth Management left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q4 2024.
  • JPMorgan BetaBuilders Canada ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #294 holding.
  • Cassady Schiller Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2023 and has held it in 7 quarters since.
  • Cassady Schiller Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $17.6K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.