Realta Investment Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Realta Investment 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 Q4	–	Sell	-77	Closed	-$4.71K	–	462
2023 Q3	$4.71K	Hold	77	–	–	﹤0.01%	721
2023 Q2	$4.71K	Buy	+77	New	+$4.66K	﹤0.01%	772
2023 Q1	–	Sell	-91	Closed	-$5.22K	–	449
2022 Q4	$5.22K	Buy	91 +16	+21%	+$923	﹤0.01%	770
2022 Q3	$4K	Buy	+75	New	+$4.45K	﹤0.01%	752

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Realta Investment Advisors's BBCA Position: Q4 2023 in Review

Realta Investment Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 77 shares — an estimated $4.71K sold.

Realta Investment Advisors first reported a position in BBCA in Q3 2022 and held it in 4 quarters. The position peaked at $5.22K in Q4 2022. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

Realta Investment Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 77 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $4.71K.
Realta Investment Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2022 and held it in 4 quarters.
Realta Investment Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $5.22K in Q4 2022.
163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.