IAG Wealth Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-215	Closed	-$13K	–	434
2022 Q2	$13K	Buy	+215	New	+$13.9K	﹤0.01%	243
2022 Q1	–	Sell	-215	Closed	-$14K	–	442
2021 Q4	$14K	Hold	215	–	–	﹤0.01%	256
2021 Q3	$14K	Hold	215	–	–	0.01%	225
2021 Q2	$14K	Hold	215	–	–	0.01%	218
2021 Q1	$13K	Buy	+215	New	+$12.2K	0.01%	224

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

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

RIG

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

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

RIG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IAG Wealth Partners's BBCA Position: Q3 2022 in Review

IAG Wealth Partners sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2022, closing a stake of 215 shares — an estimated $13K sold.

IAG Wealth Partners first reported a position in BBCA in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 130 funds tracked by Wall St. Rank hold BBCA as of Q3 2022.

IAG Wealth Partners reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2022 after selling out during the quarter.
IAG Wealth Partners sold 215 JPMorgan BetaBuilders Canada ETF shares in Q3 2022, an estimated $13K.
IAG Wealth Partners first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2021 and held it in 5 quarters.
IAG Wealth Partners's JPMorgan BetaBuilders Canada ETF position peaked at $14K in Q4 2021.
130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2022.

Based on IAG Wealth Partners's 13F filing for Q3 2022, filed 26 Oct 2022.