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Retirement Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Retirement 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
2021
Q3 		– Sell
-80
Closed -$5K – 632
2021
Q2 		$5K Buy
+80
New +$5.08K ﹤0.01% 480
2019
Q4 		$1K Buy
+12
New +$607 ﹤0.01% 573

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Retirement Group's BBCA Position: Q3 2021 in Review

Retirement Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2021, closing a stake of 80 shares — an estimated $5K sold.

Retirement Group first reported a position in BBCA in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 100 funds tracked by Wall St. Rank hold BBCA as of Q3 2021.

  • Retirement Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Group sold 80 JPMorgan BetaBuilders Canada ETF shares in Q3 2021, an estimated $5K.
  • Retirement Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and held it in 2 quarters.
  • Retirement Group's JPMorgan BetaBuilders Canada ETF position peaked at $5K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2021.

Based on Retirement Group's 13F filing for Q3 2021, filed 16 Nov 2021.