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Financial Advocates Investment Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Financial Advocates Investment Management’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
2024
Q1 		– Sell
-7,130
Closed -$436K – 778
2023
Q4 		$436K Buy
+7,130
New +$423K 0.03% 457

Other funds holding BBCA

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's BBCA Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2024, closing a stake of 7,130 shares — an estimated $436K sold.

Financial Advocates Investment Management first reported a position in BBCA in Q4 2023 and held it in 1 quarter. The position peaked at $436K in Q4 2023. 171 funds tracked by Wall St. Rank hold BBCA as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,130 JPMorgan BetaBuilders Canada ETF shares in Q1 2024, an estimated $436K.
  • Financial Advocates Investment Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's JPMorgan BetaBuilders Canada ETF position peaked at $436K in Q4 2023.
  • 171 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.