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Kelly Financial Services’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Kelly Financial Services’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
2023
Q4 		– Sell
-315
Closed -$18.3K – 786
2023
Q3 		$18.3K Buy
+315
New +$19.1K 0.01% 292

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Kelly Financial Services's BBCA Position: Q4 2023 in Review

Kelly Financial Services sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 315 shares — an estimated $18.3K sold.

Kelly Financial Services first reported a position in BBCA in Q3 2023 and held it in 1 quarter. The position peaked at $18.3K in Q3 2023. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

  • Kelly Financial Services reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 315 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $18.3K.
  • Kelly Financial Services first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and held it in 1 quarter.
  • Kelly Financial Services's JPMorgan BetaBuilders Canada ETF position peaked at $18.3K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.