Icon Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Icon Wealth 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
2026 Q2	$500K	Sell	5,029 -294	-6%	-$29.2K	0.03%	277
2026 Q1	$520K	Sell	5,323 -795	-13%	-$76K	0.03%	251
2025 Q4	$569K	Buy	6,118 +207	+4%	+$18.4K	0.04%	243
2025 Q3	$516K	Buy	5,911 +39	+0.7%	+$3.25K	0.04%	248
2025 Q2	$474K	Buy	5,872 +163	+3%	+$12.3K	0.03%	251
2025 Q1	$409K	Hold	5,709	–	–	0.03%	240
2024 Q4	$403K	Hold	5,709	–	–	0.03%	250
2024 Q3	$413K	Buy	+5,709	New	+$392K	0.03%	235
2024 Q2	–	Sell	-6,302	Closed	-$421K	–	438
2024 Q1	$421K	Hold	6,302	–	–	0.04%	229
2023 Q4	$404K	Buy	+6,302	New	+$374K	0.04%	221
2022 Q4	$411K	Hold	7,168	–	–	0.05%	210
2022 Q3	$383K	Buy	+7,168	New	+$425K	0.05%	207

Other funds holding BBCA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Icon Wealth Advisors's BBCA Position: Q2 2026 in Review

Icon Wealth Advisors reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 5.5% in Q2 2026, selling an estimated $29.2K and leaving 5,029 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #277.

Icon Wealth Advisors first reported a position in BBCA in Q3 2022 and has held it in 12 quarters since. The position peaked at $569K in Q4 2025. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Icon Wealth Advisors held 5,029 shares of JPMorgan BetaBuilders Canada ETF worth $500K as of Q2 2026.
Icon Wealth Advisors sold 294 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $29.2K.
JPMorgan BetaBuilders Canada ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #277 holding.
Icon Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $569K in Q4 2025.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.