Money Concepts Capital’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-2	Closed	-$115	–	671
2022 Q4	$115	Buy	+2	New	+$115	﹤0.01%	3143
2022 Q2	–	Sell	-24	Closed	-$2K	–	1531
2022 Q1	$2K	Buy	+24	New	+$1.62K	﹤0.01%	2425

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Money Concepts Capital's BBCA Position: Q1 2023 in Review

Money Concepts Capital sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2023, closing a stake of 2 shares — an estimated $115 sold.

Money Concepts Capital first reported a position in BBCA in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 144 funds tracked by Wall St. Rank hold BBCA as of Q1 2023.

Money Concepts Capital reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2 JPMorgan BetaBuilders Canada ETF shares in Q1 2023, an estimated $115.
Money Concepts Capital first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's JPMorgan BetaBuilders Canada ETF position peaked at $2K in Q1 2022.
144 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.