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Safeguard Financial’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Safeguard Financial’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
-85
Closed -$5K – 117
2023
Q2 		$5K Buy
+85
New +$5.15K ﹤0.01% 392

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
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
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Safeguard Financial's BBCA Position: Q3 2023 in Review

Safeguard Financial sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2023, closing a stake of 85 shares — an estimated $5K sold.

Safeguard Financial first reported a position in BBCA in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 152 funds tracked by Wall St. Rank hold BBCA as of Q3 2023.

  • Safeguard Financial reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 85 JPMorgan BetaBuilders Canada ETF shares in Q3 2023, an estimated $5K.
  • Safeguard Financial first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's JPMorgan BetaBuilders Canada ETF position peaked at $5K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.