Custos Family Office’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Custos Family Office’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
2025 Q3	–	Sell	-3,951	Closed	-$319K	–	66
2025 Q2	$319K	Sell	3,951 -396	-9%	-$30K	0.1%	58
2025 Q1	$311K	Sell	4,347 -235	-5%	-$16.9K	0.11%	52
2024 Q4	$323K	Sell	4,582 -154	-3%	-$11.2K	0.11%	53
2024 Q3	$342K	Sell	4,736 -342	-7%	-$23.5K	0.12%	46
2024 Q2	$330K	Buy	5,078 +25	+0.5%	+$1.64K	0.13%	47
2024 Q1	$338K	Sell	5,053 -333	-6%	-$21.4K	0.17%	34
2023 Q4	$345K	Sell	5,386 -243	-4%	-$14.4K	0.18%	35
2023 Q3	$327K	Sell	5,629 -913	-14%	-$55.3K	0.22%	31
2023 Q2	$401K	Buy	+6,542	New	+$396K	0.26%	27
2022 Q2	–	Sell	-3,834	Closed	-$269K	–	23
2022 Q1	$269K	Buy	+3,834	New	+$259K	0.22%	20

Other funds holding BBCA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIG

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Custos Family Office's BBCA Position: Q3 2025 in Review

Custos Family Office sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2025, closing a stake of 3,951 shares — an estimated $319K sold.

Custos Family Office first reported a position in BBCA in Q1 2022 and held it in 10 quarters. The position peaked at $401K in Q2 2023. 208 funds tracked by Wall St. Rank hold BBCA as of Q3 2025.

Custos Family Office reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2025 after selling out during the quarter.
Custos Family Office sold 3,951 JPMorgan BetaBuilders Canada ETF shares in Q3 2025, an estimated $319K.
Custos Family Office first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2022 and held it in 10 quarters.
Custos Family Office's JPMorgan BetaBuilders Canada ETF position peaked at $401K in Q2 2023.
208 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2025.

Based on Custos Family Office's 13F filing for Q3 2025, filed 16 Oct 2025.