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Retirement Planning Group (Kansas)’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Retirement Planning Group (Kansas)’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
Q3 		– Sell
-5,197
Closed -$305K – 127
2022
Q2 		$305K Buy
+5,197
New +$335K 0.04% 90

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RIG
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Jane Street
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Royal Bank of Canada
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EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BBCA Position: Q3 2022 in Review

Retirement Planning Group (Kansas) sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2022, closing a stake of 5,197 shares — an estimated $305K sold.

Retirement Planning Group (Kansas) first reported a position in BBCA in Q2 2022 and held it in 1 quarter. The position peaked at $305K in Q2 2022. 130 funds tracked by Wall St. Rank hold BBCA as of Q3 2022.

  • Retirement Planning Group (Kansas) reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 5,197 JPMorgan BetaBuilders Canada ETF shares in Q3 2022, an estimated $305K.
  • Retirement Planning Group (Kansas) first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2022 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s JPMorgan BetaBuilders Canada ETF position peaked at $305K in Q2 2022.
  • 130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2022, filed 14 Oct 2022.