EWA
BBCA icon

Evolution Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-474
Closed -$30K – 194
2021
Q3 		$30K Buy
+474
New +$30.6K 0.01% 268
2020
Q2 		– Sell
-7,252
Closed -$276K – 534
2020
Q1 		$276K Hold
7,252
– – 0.11% 52
2019
Q4 		$377K Buy
+7,252
New +$367K 0.09% 52

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's BBCA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2021, closing a stake of 474 shares — an estimated $30K sold.

Evolution Wealth Advisors first reported a position in BBCA in Q4 2019 and held it in 3 quarters. The position peaked at $377K in Q4 2019. 125 funds tracked by Wall St. Rank hold BBCA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 474 JPMorgan BetaBuilders Canada ETF shares in Q4 2021, an estimated $30K.
  • Evolution Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $377K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.