Mowery & Schoenfeld Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Mowery & Schoenfeld 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
2026 Q2	–	Sell	-55	Closed	-$5.17K	–	365
2026 Q1	$5.17K	Buy	+55	New	+$5.26K	0.01%	274

Other funds holding BBCA

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EPM

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BBCA Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026, closing a stake of 55 shares — an estimated $5.17K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BBCA in Q1 2026 and held it in 1 quarter. The position peaked at $5.17K in Q1 2026. 260 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Mowery & Schoenfeld Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 55 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $5.17K.
Mowery & Schoenfeld Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2026 and held it in 1 quarter.
Mowery & Schoenfeld Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $5.17K in Q1 2026.
260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.