Naviter Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Naviter Wealth’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 Q3	–	Sell	-3,560	Closed	-$218K	–	212
2023 Q2	$218K	Buy	+3,560	New	+$216K	0.06%	208

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Naviter Wealth's BBCA Position: Q3 2023 in Review

Naviter Wealth sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2023, closing a stake of 3,560 shares — an estimated $218K sold.

Naviter Wealth first reported a position in BBCA in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 152 funds tracked by Wall St. Rank hold BBCA as of Q3 2023.

Naviter Wealth reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2023 after selling out during the quarter.
Naviter Wealth sold 3,560 JPMorgan BetaBuilders Canada ETF shares in Q3 2023, an estimated $218K.
Naviter Wealth first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2023 and held it in 1 quarter.
Naviter Wealth's JPMorgan BetaBuilders Canada ETF position peaked at $218K in Q2 2023.
152 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.