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

Kingsview 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
2024
Q3 		– Sell
-42,826
Closed -$2.78M – 1091
2024
Q2 		$2.78M Buy
+42,826
New +$2.81M 0.07% 277

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Richard Bernstein Advisors
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return
Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kingsview Wealth Management's BBCA Position: Q3 2024 in Review

Kingsview Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2024, closing a stake of 42,826 shares — an estimated $2.78M sold.

Kingsview Wealth Management first reported a position in BBCA in Q2 2024 and held it in 1 quarter. The position peaked at $2.78M in Q2 2024. 195 funds tracked by Wall St. Rank hold BBCA as of Q3 2024.

  • Kingsview Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 42,826 JPMorgan BetaBuilders Canada ETF shares in Q3 2024, an estimated $2.78M.
  • Kingsview Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $2.78M in Q2 2024.
  • 195 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.