Center for Financial Planning’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Center for Financial Planning’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 Q2	$7.85K	Hold	79	–	–	﹤0.01%	521
2026 Q1	$7.43K	Hold	79	–	–	﹤0.01%	520
2025 Q4	$7.35K	Hold	79	–	–	﹤0.01%	526
2025 Q3	$6.89K	Sell	79 -2	-2%	-$167	﹤0.01%	522
2025 Q2	$6.54K	Buy	+81	New	+$6.14K	﹤0.01%	496
2022 Q1	–	Sell	-167	Closed	-$11K	–	538
2021 Q4	$11K	Buy	+167	New	+$11.2K	﹤0.01%	364
2021 Q3	–	Sell	-28	Closed	-$2K	–	493
2021 Q2	$2K	Buy	+28	New	+$1.78K	﹤0.01%	454

Other funds holding BBCA

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM

YIM

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Center for Financial Planning's BBCA Position: Q2 2026 in Review

Center for Financial Planning held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q2 2026 at 79 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Center for Financial Planning first reported a position in BBCA in Q2 2021 and has held it in 7 quarters since. The position peaked at $11K in Q4 2021. 59 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Center for Financial Planning held 79 shares of JPMorgan BetaBuilders Canada ETF worth $7.85K as of Q2 2026.
Center for Financial Planning left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #521 holding.
Center for Financial Planning first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2021 and has held it in 7 quarters since.
Center for Financial Planning's JPMorgan BetaBuilders Canada ETF position peaked at $11K in Q4 2021.
59 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.