Cerity Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Cerity Partners’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	$802K	Sell	8,067 -1,219	-13%	-$121K	﹤0.01%	2125
2026 Q1	$873K	Sell	9,286 -170	-2%	-$16.2K	﹤0.01%	1930
2025 Q4	$879K	Sell	9,456 -214	-2%	-$19.1K	﹤0.01%	1778
2025 Q3	$844K	Buy	9,670 +1,722	+22%	+$144K	﹤0.01%	1679
2025 Q2	$641K	Buy	7,948 +2,554	+47%	+$194K	﹤0.01%	1742
2025 Q1	$386K	Buy	5,394 +1,721	+47%	+$124K	﹤0.01%	1900
2024 Q4	$259K	Buy	+3,673	New	+$267K	﹤0.01%	2108
2021 Q1	–	Sell	-5,929	Closed	-$318K	–	696
2020 Q4	$318K	Hold	5,929	–	–	0.01%	503
2020 Q3	$283K	Hold	5,929	–	–	0.01%	416
2020 Q2	$268K	Buy	5,929 +232	+4%	+$9.88K	0.01%	367
2020 Q1	$217K	Buy	5,697 +955	+20%	+$45.6K	0.01%	403
2019 Q4	$247K	Buy	+4,742	New	+$240K	0.01%	461
2019 Q2	–	Sell	-4,850	Closed	-$232K	–	488
2019 Q1	$232K	Buy	+4,850	New	+$226K	0.02%	468

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SIM

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

Cerity Partners's BBCA Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 13% in Q2 2026, selling an estimated $121K and leaving 8,067 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Cerity Partners first reported a position in BBCA in Q1 2019 and has held it in 13 quarters since. The position peaked at $879K in Q4 2025. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Cerity Partners held 8,067 shares of JPMorgan BetaBuilders Canada ETF worth $802K as of Q2 2026.
Cerity Partners sold 1,219 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $121K.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2125 holding.
Cerity Partners first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2019 and has held it in 13 quarters since.
Cerity Partners's JPMorgan BetaBuilders Canada ETF position peaked at $879K in Q4 2025.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.