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

IHT 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 Q1	–	Sell	-7,564	Closed	-$393K	–	559
2019 Q4	$393K	Buy	+7,564	New	+$383K	0.05%	375

Other funds holding BBCA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EPM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

RIG

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

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

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

IHT Wealth Management's BBCA Position: Q1 2020 in Review

IHT Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2020, closing a stake of 7,564 shares — an estimated $393K sold.

IHT Wealth Management first reported a position in BBCA in Q4 2019 and held it in 1 quarter. The position peaked at $393K in Q4 2019. 62 funds tracked by Wall St. Rank hold BBCA as of Q1 2020.

IHT Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2020 after selling out during the quarter.
IHT Wealth Management sold 7,564 JPMorgan BetaBuilders Canada ETF shares in Q1 2020, an estimated $393K.
IHT Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and held it in 1 quarter.
IHT Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $393K in Q4 2019.
62 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.