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Orion Portfolio Solutions’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-48
Closed -$2K – 576
2020
Q2 		$2K Sell
48
-21
-30% -$895 ﹤0.01% 1736
2020
Q1 		$3K Buy
+69
New +$3.3K ﹤0.01% 1432

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Orion Portfolio Solutions's BBCA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2020, closing a stake of 48 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in BBCA in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 70 funds tracked by Wall St. Rank hold BBCA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 48 JPMorgan BetaBuilders Canada ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's JPMorgan BetaBuilders Canada ETF position peaked at $3K in Q1 2020.
  • 70 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.