Salem Investment Counselors
BBCA icon

Salem Investment Counselors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Salem Investment Counselors’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
-7
Closed -$429 – 1111
2023
Q2 		$429 Hold
7
– – ﹤0.01% 1093
2023
Q1 		$417 Hold
7
– – ﹤0.01% 1059
2022
Q4 		$401 Hold
7
– – ﹤0.01% 1029
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1039
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1069
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1005
2021
Q4 		$0 Buy
+7
New +$468 ﹤0.01% 1068

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JP Morgan Chase
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Richard Bernstein Advisors
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Salem Investment Counselors's BBCA Position: Q3 2023 in Review

Salem Investment Counselors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2023, closing a stake of 7 shares — an estimated $429 sold.

Salem Investment Counselors first reported a position in BBCA in Q4 2021 and held it in 7 quarters. The position peaked at $429 in Q2 2023. 153 funds tracked by Wall St. Rank hold BBCA as of Q3 2023.

  • Salem Investment Counselors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 7 JPMorgan BetaBuilders Canada ETF shares in Q3 2023, an estimated $429.
  • Salem Investment Counselors first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and held it in 7 quarters.
  • Salem Investment Counselors's JPMorgan BetaBuilders Canada ETF position peaked at $429 in Q2 2023.
  • 153 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.