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Core Wealth Advisors (Florida)’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Core Wealth Advisors (Florida)’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
2023
Q2 		– Sell
-11
Closed -$655 – 239
2023
Q1 		$655 Buy
+11
New +$658 ﹤0.01% 244

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BBCA Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2023, closing a stake of 11 shares — an estimated $655 sold.

Core Wealth Advisors (Florida) first reported a position in BBCA in Q1 2023 and held it in 1 quarter. The position peaked at $655 in Q1 2023. 144 funds tracked by Wall St. Rank hold BBCA as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 11 JPMorgan BetaBuilders Canada ETF shares in Q2 2023, an estimated $655.
  • Core Wealth Advisors (Florida) first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s JPMorgan BetaBuilders Canada ETF position peaked at $655 in Q1 2023.
  • 144 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.