Parallel Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Parallel Advisors’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	-89	Closed	-$5.45K	–	3376
2023 Q2	$5.45K	Sell	89 -954	-91%	-$57.8K	﹤0.01%	2400
2023 Q1	$62.1K	Buy	1,043 +76	+8%	+$4.55K	﹤0.01%	1273
2022 Q4	$55.4K	Buy	967 +13	+1%	+$750	﹤0.01%	1231
2022 Q3	$51K	Buy	954 +62	+7%	+$3.68K	﹤0.01%	1253
2022 Q2	$52K	Buy	892 +231	+35%	+$14.9K	﹤0.01%	1226
2022 Q1	$47K	Hold	661	–	–	﹤0.01%	1309
2021 Q4	$44K	Buy	+661	New	+$44.2K	﹤0.01%	1383
2020 Q1	–	Sell	-16	Closed	-$1K	–	2390
2019 Q4	$1K	Sell	16 -266	-94%	-$13.5K	﹤0.01%	2286
2019 Q3	$14K	Buy	+282	New	+$14K	﹤0.01%	1518
2019 Q2	–	Sell	-49	Closed	-$2K	–	2315
2019 Q1	$2K	Hold	49	–	–	﹤0.01%	2055
2018 Q4	$2K	Buy	+49	New	+$2.22K	﹤0.01%	1845

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

Parallel Advisors's BBCA Position: Q3 2023 in Review

Parallel Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2023, closing a stake of 89 shares — an estimated $5.45K sold.

Parallel Advisors first reported a position in BBCA in Q4 2018 and held it in 11 quarters. The position peaked at $62.1K in Q1 2023. 152 funds tracked by Wall St. Rank hold BBCA as of Q3 2023.

Parallel Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2023 after selling out during the quarter.
Parallel Advisors sold 89 JPMorgan BetaBuilders Canada ETF shares in Q3 2023, an estimated $5.45K.
Parallel Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2018 and held it in 11 quarters.
Parallel Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $62.1K in Q1 2023.
152 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2023.

Based on Parallel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.