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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return