Creative Financial Designs’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-12	Closed	-$704	–	1398
2022 Q4	$704	Hold	12	–	–	﹤0.01%	1227
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1202
2022 Q2	$1K	Buy	+12	New	+$775	﹤0.01%	1162

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Financial Designs's BBCA Position: Q1 2023 in Review

Creative Financial Designs sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2023, closing a stake of 12 shares — an estimated $704 sold.

Creative Financial Designs first reported a position in BBCA in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 144 funds tracked by Wall St. Rank hold BBCA as of Q1 2023.

Creative Financial Designs reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 12 JPMorgan BetaBuilders Canada ETF shares in Q1 2023, an estimated $704.
Creative Financial Designs first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2022 and held it in 3 quarters.
Creative Financial Designs's JPMorgan BetaBuilders Canada ETF position peaked at $1K in Q3 2022.
144 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.