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Oxford Financial Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Oxford Financial Group’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
2022
Q1 		– Sell
-3,552
Closed -$239K – 265
2021
Q4 		$239K Buy
3,552
+3,047
+603% +$204K 0.03% 181
2021
Q3 		$32K Buy
+505
New +$32.6K ﹤0.01% 219

Other funds holding BBCA

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxford Financial Group's BBCA Position: Q1 2022 in Review

Oxford Financial Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2022, closing a stake of 3,552 shares — an estimated $239K sold.

Oxford Financial Group first reported a position in BBCA in Q3 2021 and held it in 2 quarters. The position peaked at $239K in Q4 2021. 113 funds tracked by Wall St. Rank hold BBCA as of Q1 2022.

  • Oxford Financial Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 3,552 JPMorgan BetaBuilders Canada ETF shares in Q1 2022, an estimated $239K.
  • Oxford Financial Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2021 and held it in 2 quarters.
  • Oxford Financial Group's JPMorgan BetaBuilders Canada ETF position peaked at $239K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.