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Investment Research & Advisory Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Investment Research & Advisory Group’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
2021
Q3 		– Sell
-1,794
Closed -$116K – 149
2021
Q2 		$116K Buy
+1,794
New +$114K 0.08% 79

Other funds holding BBCA

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Investment Research & Advisory Group's BBCA Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2021, closing a stake of 1,794 shares — an estimated $116K sold.

Investment Research & Advisory Group first reported a position in BBCA in Q2 2021 and held it in 1 quarter. The position peaked at $116K in Q2 2021. 100 funds tracked by Wall St. Rank hold BBCA as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 1,794 JPMorgan BetaBuilders Canada ETF shares in Q3 2021, an estimated $116K.
  • Investment Research & Advisory Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's JPMorgan BetaBuilders Canada ETF position peaked at $116K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.