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

Liberty 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
2021
Q4 		– Sell
-62
Closed -$4K – 254
2021
Q3 		$4K Buy
+62
New +$4K ﹤0.01% 962
2020
Q1 		– Sell
-328
Closed -$17K – 889
2019
Q4 		$17K Buy
328
+283
+629% +$14.3K 0.01% 434
2019
Q3 		$2K Hold
45
– – ﹤0.01% 727
2019
Q2 		$2K Buy
+45
New +$2.2K ﹤0.01% 744

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Liberty Wealth Management's BBCA Position: Q4 2021 in Review

Liberty Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2021, closing a stake of 62 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in BBCA in Q2 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 125 funds tracked by Wall St. Rank hold BBCA as of Q4 2021.

  • Liberty Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 62 JPMorgan BetaBuilders Canada ETF shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2019 and held it in 4 quarters.
  • Liberty Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $17K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.