Richardson Financial Services’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Richardson Financial Services’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
2026 Q2	$515K	Sell	5,179 -39	-0.7%	-$3.88K	0.29%	78
2026 Q1	$491K	Sell	5,218 -144	-3%	-$13.8K	0.31%	79
2025 Q4	$499K	Sell	5,362 -379	-7%	-$33.7K	0.16%	81
2025 Q3	$501K	Buy	5,741 +22	+0.4%	+$1.83K	0.31%	81
2025 Q2	$462K	Sell	5,719 -1,541	-21%	-$117K	0.31%	92
2025 Q1	$520K	Sell	7,260 -138	-2%	-$9.94K	0.4%	74
2024 Q4	$520K	Buy	7,398 +26	+0.4%	+$1.89K	0.37%	76
2024 Q3	$479K	Hold	7,372	–	–	0.3%	82
2024 Q2	$479K	Buy	7,372 +256	+4%	+$16.8K	0.34%	77
2024 Q1	$475K	Sell	7,116 -596	-8%	-$38.4K	0.34%	83
2023 Q4	$494K	Buy	+7,712	New	+$457K	0.43%	70

Other funds holding BBCA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Richardson Financial Services's BBCA Position: Q2 2026 in Review

Richardson Financial Services reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 0.75% in Q2 2026, selling an estimated $3.88K and leaving 5,179 shares worth $515K. The position accounts for 0.29% of the portfolio, ranked #78.

Richardson Financial Services first reported a position in BBCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $520K in Q4 2024. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Richardson Financial Services held 5,179 shares of JPMorgan BetaBuilders Canada ETF worth $515K as of Q2 2026.
Richardson Financial Services sold 39 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $3.88K.
JPMorgan BetaBuilders Canada ETF made up 0.29% of Richardson Financial Services's portfolio in Q2 2026, its #78 holding.
Richardson Financial Services first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's JPMorgan BetaBuilders Canada ETF position peaked at $520K in Q4 2024.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.