Creative Planning
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Creative Planning’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Creative Planning’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 		$2.41M Buy
25,606
+9,109
+55% +$871K ﹤0.01% 1755
2025
Q4 		$1.53M Buy
16,497
+3,084
+23% +$275K ﹤0.01% 1933
2025
Q3 		$1.17M Buy
13,413
+1,485
+12% +$124K ﹤0.01% 1967
2025
Q2 		$963K Sell
11,928
-1,033
-8% -$78.3K ﹤0.01% 1883
2025
Q1 		$928K Buy
12,961
+7,746
+149% +$558K ﹤0.01% 1775
2024
Q4 		$368K Buy
5,215
+1,066
+26% +$77.6K ﹤0.01% 2504
2024
Q3 		$300K Sell
4,149
-308
-7% -$21.1K ﹤0.01% 2518
2024
Q2 		$290K Sell
4,457
-36
-0.8% -$2.36K ﹤0.01% 2380
2024
Q1 		$300K Buy
4,493
+78
+2% +$5.02K ﹤0.01% 2252
2023
Q4 		$283K Sell
4,415
-4,072
-48% -$241K ﹤0.01% 2131
2023
Q3 		$494K Buy
8,487
+4,780
+129% +$290K ﹤0.01% 1582
2023
Q2 		$227K Sell
3,707
-148
-4% -$8.96K ﹤0.01% 2124
2023
Q1 		$229K Sell
3,855
-696
-15% -$41.6K ﹤0.01% 2015
2022
Q4 		$261K Buy
+4,551
New +$263K ﹤0.01% 1817
2022
Q3 		– Sell
-3,531
Closed -$207K – 2325
2022
Q2 		$207K Buy
+3,531
New +$228K ﹤0.01% 1860
2022
Q1 		– Sell
-3,385
Closed -$227K – 2351
2021
Q4 		$227K Sell
3,385
-479
-12% -$32K ﹤0.01% 1797
2021
Q3 		$243K Buy
+3,864
New +$249K ﹤0.01% 1727
2019
Q3 		– Sell
-5,277
Closed -$263K – 1998
2019
Q2 		$263K Buy
+5,277
New +$258K ﹤0.01% 1454

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

Creative Planning's BBCA Position: Q1 2026 in Review

Creative Planning increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 55% in Q1 2026, buying an estimated $871K and bringing the position to 25,606 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Creative Planning first reported a position in BBCA in Q2 2019 and has held it in 18 quarters since. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

  • Creative Planning held 25,606 shares of JPMorgan BetaBuilders Canada ETF worth $2.41M as of Q1 2026.
  • Creative Planning bought 9,109 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $871K.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1755 holding.
  • Creative Planning first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2019 and has held it in 18 quarters since.
  • 244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.