Kestra Private Wealth Services’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Kestra Private Wealth 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
2025 Q1	–	Sell	-5,112	Closed	-$361K	–	1514
2024 Q4	$361K	Buy	5,112 +416	+9%	+$30.3K	0.01%	1065
2024 Q3	$339K	Sell	4,696 -640	-12%	-$43.9K	0.01%	1048
2024 Q2	$347K	Buy	5,336 +49	+0.9%	+$3.22K	0.01%	986
2024 Q1	$353K	Buy	+5,287	New	+$340K	0.01%	945

Other funds holding BBCA

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RIG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EPM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's BBCA Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 5,112 shares — an estimated $361K sold.

Kestra Private Wealth Services first reported a position in BBCA in Q1 2024 and held it in 4 quarters. The position peaked at $361K in Q4 2024. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

Kestra Private Wealth Services reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 5,112 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $361K.
Kestra Private Wealth Services first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2024 and held it in 4 quarters.
Kestra Private Wealth Services's JPMorgan BetaBuilders Canada ETF position peaked at $361K in Q4 2024.
183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.