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Clearstead Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Clearstead Advisors’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 		$495K Buy
4,979
+3,542
+246% +$352K ﹤0.01% 766
2026
Q1 		$135K Buy
1,437
+132
+10% +$12.6K ﹤0.01% 1072
2025
Q4 		$121K Sell
1,305
-527
-29% -$46.9K ﹤0.01% 1065
2025
Q3 		$160K Hold
1,832
– – ﹤0.01% 930
2025
Q2 		$148K Sell
1,832
-139
-7% -$10.5K ﹤0.01% 959
2025
Q1 		$141K Sell
1,971
-508
-20% -$36.6K ﹤0.01% 909
2024
Q4 		$175K Sell
2,479
-223
-8% -$16.2K ﹤0.01% 893
2024
Q3 		$195K Hold
2,702
– – ﹤0.01% 867
2024
Q2 		$176K Sell
2,702
-62
-2% -$4.07K ﹤0.01% 857
2024
Q1 		$184K Hold
2,764
– – 0.01% 484
2023
Q4 		$177K Buy
2,764
+717
+35% +$42.5K 0.01% 472
2023
Q3 		$119K Hold
2,047
– – 0.01% 525
2023
Q2 		$125K Hold
2,047
– – 0.01% 521
2023
Q1 		$122K Hold
2,047
– – 0.01% 474
2022
Q4 		$117K Hold
2,047
– – 0.01% 471
2022
Q3 		$109K Sell
2,047
-1,703
-45% -$101K 0.01% 459
2022
Q2 		$220K Sell
3,750
-630
-14% -$40.7K 0.02% 360
2022
Q1 		$307K Sell
4,380
-224
-5% -$15.1K 0.02% 342
2021
Q4 		$309K Sell
4,604
-2,162
-32% -$145K 0.02% 322
2021
Q3 		$426K Buy
+6,766
New +$436K 0.03% 263

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
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
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
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Clearstead Advisors's BBCA Position: Q2 2026 in Review

Clearstead Advisors increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 246% in Q2 2026, buying an estimated $352K and bringing the position to 4,979 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Clearstead Advisors first reported a position in BBCA in Q3 2021 and has held it in 20 quarters since. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Clearstead Advisors held 4,979 shares of JPMorgan BetaBuilders Canada ETF worth $495K as of Q2 2026.
  • Clearstead Advisors bought 3,542 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $352K.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #766 holding.
  • Clearstead Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2021 and has held it in 20 quarters since.
  • 262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.