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Livelsberger Financial Advisory’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Livelsberger Financial Advisory’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
Q1 		– Sell
-5
Closed -$321 – 28
2023
Q4 		$321 Buy
+5
New +$296 ﹤0.01% 446

Other funds holding BBCA

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Bank of America
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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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Livelsberger Financial Advisory's BBCA Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2024, closing a stake of 5 shares — an estimated $321 sold.

Livelsberger Financial Advisory first reported a position in BBCA in Q4 2023 and held it in 1 quarter. The position peaked at $321 in Q4 2023. 171 funds tracked by Wall St. Rank hold BBCA as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 5 JPMorgan BetaBuilders Canada ETF shares in Q1 2024, an estimated $321.
  • Livelsberger Financial Advisory first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's JPMorgan BetaBuilders Canada ETF position peaked at $321 in Q4 2023.
  • 171 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.