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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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 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. 262 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.
  • 262 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.