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 Q3	–	Sell	-123	Closed	-$12.6K	–	319
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	$9.8K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cornerstone Planning Group's BBCA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2026, closing a stake of 123 shares — an estimated $12.6K sold.

Cornerstone Planning Group first reported a position in BBCA in Q4 2023 and held it in 11 quarters. The position peaked at $12.6K in Q2 2026. 59 funds tracked by Wall St. Rank hold BBCA as of Q3 2026.

Cornerstone Planning Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 123 JPMorgan BetaBuilders Canada ETF shares in Q3 2026, an estimated $12.6K.
Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and held it in 11 quarters.
Cornerstone Planning Group's JPMorgan BetaBuilders Canada ETF position peaked at $12.6K in Q2 2026.
59 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.