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Golden State Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Golden State Wealth 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
2020
Q2 		– Sell
-70
Closed -$3K – 257
2020
Q1 		$3K Buy
+70
New +$3.35K ﹤0.01% 805
2019
Q4 		– Sell
-69
Closed -$3K – 128
2019
Q3 		$3K Hold
69
– – ﹤0.01% 911
2019
Q2 		$3K Hold
69
– – ﹤0.01% 929
2019
Q1 		$3K Buy
+69
New +$3.22K ﹤0.01% 968

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Golden State Wealth Management's BBCA Position: Q2 2020 in Review

Golden State Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2020, closing a stake of 70 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in BBCA in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2020. 60 funds tracked by Wall St. Rank hold BBCA as of Q2 2020.

  • Golden State Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 70 JPMorgan BetaBuilders Canada ETF shares in Q2 2020, an estimated $3K.
  • Golden State Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $3K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.