Gallagher Fiduciary Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Gallagher Fiduciary 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
2024 Q3	–	Sell	-3,661	Closed	-$238K	–	276
2024 Q2	$238K	Sell	3,661 -22	-0.6%	-$1.44K	0.05%	204
2024 Q1	$246K	Buy	3,683 +181	+5%	+$11.7K	0.01%	164
2023 Q4	$225K	Sell	3,502 -304	-8%	-$18K	0.01%	169
2023 Q3	$221K	Sell	3,806 -9	-0.2%	-$546	0.02%	155
2023 Q2	$234K	Buy	3,815 +171	+5%	+$10.4K	0.02%	188
2023 Q1	$217K	Buy	+3,644	New	+$218K	0.02%	187

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIG

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Gallagher Fiduciary Advisors's BBCA Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2024, closing a stake of 3,661 shares — an estimated $238K sold.

Gallagher Fiduciary Advisors first reported a position in BBCA in Q1 2023 and held it in 6 quarters. The position peaked at $246K in Q1 2024. 195 funds tracked by Wall St. Rank hold BBCA as of Q3 2024.

Gallagher Fiduciary Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2024 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 3,661 JPMorgan BetaBuilders Canada ETF shares in Q3 2024, an estimated $238K.
Gallagher Fiduciary Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2023 and held it in 6 quarters.
Gallagher Fiduciary Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $246K in Q1 2024.
195 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.