Lake Street Advisors Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Lake Street Advisors 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
2024 Q4	$1.74M	Hold	24,625	–	–	0.08%	159
2024 Q3	$1.78M	Sell	24,625 -1,118	-4%	-$76.7K	0.08%	138
2024 Q2	$1.67M	Hold	25,743	–	–	0.08%	151
2024 Q1	$1.72M	Buy	25,743 +6,471	+34%	+$417K	0.08%	153
2023 Q4	$1.24M	Buy	19,272 +1,273	+7%	+$75.5K	0.06%	192
2023 Q3	$1.05M	Buy	17,999 +722	+4%	+$43.8K	0.06%	162
2023 Q2	$1.06M	Sell	17,277 -763	-4%	-$46.2K	0.06%	166
2023 Q1	$1.07M	Buy	+18,040	New	+$1.08M	0.07%	158

Other funds holding BBCA

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lake Street Advisors Group's BBCA Position: Q4 2024 in Review

Lake Street Advisors Group held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q4 2024 at 24,625 shares worth $1.74M. The position accounts for 0.08% of the portfolio, ranked #159.

Lake Street Advisors Group first reported a position in BBCA in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.78M in Q3 2024. 204 funds tracked by Wall St. Rank hold BBCA as of Q4 2024.

Lake Street Advisors Group held 24,625 shares of JPMorgan BetaBuilders Canada ETF worth $1.74M as of Q4 2024.
Lake Street Advisors Group left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q4 2024.
JPMorgan BetaBuilders Canada ETF made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #159 holding.
Lake Street Advisors Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2023 and has held it in 8 quarters since.
Lake Street Advisors Group's JPMorgan BetaBuilders Canada ETF position peaked at $1.78M in Q3 2024.
204 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.