Global Wealth Management Investment Advisory’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q1	–	Sell	-52	Closed	-$3K	–	488
2021 Q4	$3K	Buy	+52	New	+$3.48K	﹤0.01%	375
2021 Q2	–	Sell	-8	Closed	–	–	436
2021 Q1	$0	Hold	8	–	–	﹤0.01%	458
2020 Q4	$0	Hold	8	–	–	﹤0.01%	460
2020 Q3	$0	Hold	8	–	–	﹤0.01%	456
2020 Q2	$0	Hold	8	–	–	﹤0.01%	596
2020 Q1	$0	Hold	8	–	–	﹤0.01%	589
2019 Q4	$0	Hold	8	–	–	﹤0.01%	608
2019 Q3	$0	Hold	8	–	–	﹤0.01%	628
2019 Q2	$0	Sell	8 -38	-83%	-$1.86K	﹤0.01%	680
2019 Q1	$2K	Buy	+46	New	+$2.15K	﹤0.01%	524

Other funds holding BBCA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's BBCA Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2022, closing a stake of 52 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in BBCA in Q1 2019 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 113 funds tracked by Wall St. Rank hold BBCA as of Q1 2022.

Global Wealth Management Investment Advisory reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 52 JPMorgan BetaBuilders Canada ETF shares in Q1 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2019 and held it in 10 quarters.
Global Wealth Management Investment Advisory's JPMorgan BetaBuilders Canada ETF position peaked at $3K in Q4 2021.
113 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.