Gradient Investments’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Gradient Investments’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	-205	Closed	-$13.1K	–	1289
2023 Q4	$13.1K	Buy	205 +181	+754%	+$10.7K	﹤0.01%	788
2023 Q3	$1.4K	Buy	+24	New	+$1.46K	﹤0.01%	1276
2022 Q4	–	Sell	-14	Closed	-$1K	–	1519
2022 Q3	$1K	Sell	14 -41	-75%	-$2.43K	﹤0.01%	1197
2022 Q2	$3K	Buy	+55	New	+$3.55K	﹤0.01%	966
2022 Q1	–	Sell	-190	Closed	-$13K	–	1181
2021 Q4	$13K	Hold	190	–	–	﹤0.01%	735
2021 Q3	$12K	Sell	190 -31	-14%	-$2K	﹤0.01%	733
2021 Q2	$14K	Buy	221 +30	+16%	+$1.91K	﹤0.01%	696
2021 Q1	$11K	Buy	+191	New	+$10.9K	﹤0.01%	738
2019 Q4	–	Sell	-118	Closed	-$6K	–	1097
2019 Q3	$6K	Sell	118 -109	-48%	-$5.41K	﹤0.01%	762
2019 Q2	$11K	Buy	227 +162	+249%	+$7.92K	﹤0.01%	620
2019 Q1	$3K	Buy	+65	New	+$3.03K	﹤0.01%	694

Other funds holding BBCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RBA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

RIG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's BBCA Position: Q1 2024 in Review

Gradient Investments sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2024, closing a stake of 205 shares — an estimated $13.1K sold.

Gradient Investments first reported a position in BBCA in Q1 2019 and held it in 11 quarters. The position peaked at $14K in Q2 2021. 171 funds tracked by Wall St. Rank hold BBCA as of Q1 2024.

Gradient Investments reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 205 JPMorgan BetaBuilders Canada ETF shares in Q1 2024, an estimated $13.1K.
Gradient Investments first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2019 and held it in 11 quarters.
Gradient Investments's JPMorgan BetaBuilders Canada ETF position peaked at $14K in Q2 2021.
171 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.