Crewe Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Crewe Advisors’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	$198K	Hold	2,100	–	–	0.02%	210
2025 Q4	$195K	Hold	2,100	–	–	0.02%	208
2025 Q3	$183K	Hold	2,100	–	–	0.02%	217
2025 Q2	$169K	Hold	2,100	–	–	0.02%	173
2025 Q1	$150K	Hold	2,100	–	–	0.02%	166
2024 Q4	$148K	Sell	2,100 -482	-19%	-$35.1K	0.02%	169
2024 Q3	$187K	Buy	2,582 +2,100	+436%	+$144K	0.02%	149
2024 Q2	$31.3K	Hold	482	–	–	﹤0.01%	462
2024 Q1	$32.2K	Hold	482	–	–	﹤0.01%	424
2023 Q4	$30.9K	Hold	482	–	–	﹤0.01%	145
2023 Q3	$28K	Sell	482 -350	-42%	-$21.2K	﹤0.01%	178
2023 Q2	$51K	Sell	832 -1,190	-59%	-$72K	0.01%	266
2023 Q1	$120K	Buy	2,022 +703	+53%	+$42.1K	0.02%	210
2022 Q4	$75.6K	Sell	1,319 -3,216	-71%	-$186K	0.01%	258
2022 Q3	$242K	Buy	4,535 +3,551	+361%	+$211K	0.04%	120
2022 Q2	$58K	Buy	984 +976	+12,200%	+$63K	0.01%	275
2022 Q1	$1K	Buy	+8	New	+$539	﹤0.01%	449

Other funds holding BBCA

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return