Cornerstone Planning Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Cornerstone Planning Group’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	$12.6K	Hold	123	–	–	﹤0.01%	816
2026 Q1	$12.1K	Buy	123 +1	+0.8%	+$96	﹤0.01%	838
2025 Q4	$11.8K	Buy	122 +1	+0.8%	+$89	﹤0.01%	752
2025 Q3	$10.5K	Buy	121 +1	+0.8%	+$83	﹤0.01%	767
2025 Q2	$9.85K	Hold	120	–	–	﹤0.01%	561
2025 Q1	$8.73K	Buy	120 +1	+0.8%	+$72	﹤0.01%	608
2024 Q4	$8.66K	Buy	119 +1	+0.8%	+$73	﹤0.01%	458
2024 Q3	$8.52K	Hold	118	–	–	﹤0.01%	448
2024 Q2	$7.54K	Buy	118 +1	+0.9%	+$66	﹤0.01%	497
2024 Q1	$7.66K	Sell	117 -18	-13%	-$1.16K	﹤0.01%	451
2023 Q4	$8.66K	Buy	+135	New	+$8K	﹤0.01%	453

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 $104B AUM 28.3% 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

Cornerstone Planning Group's BBCA Position: Q2 2026 in Review

Cornerstone Planning Group held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q2 2026 at 123 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Cornerstone Planning Group first reported a position in BBCA in Q4 2023 and has held it in 11 quarters since. 261 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Cornerstone Planning Group held 123 shares of JPMorgan BetaBuilders Canada ETF worth $12.6K as of Q2 2026.
Cornerstone Planning Group left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #816 holding.
Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and has held it in 11 quarters since.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.