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Sather Financial Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sather Financial 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
2024
Q4 		– Sell
-3,756
Closed -$272K – 93
2024
Q3 		$272K Sell
3,756
-1,878
-33% -$129K 0.02% 82
2024
Q2 		$366K Hold
5,634
– – 0.03% 63
2024
Q1 		$376K Buy
+5,634
New +$363K 0.03% 70

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Sather Financial Group's BBCA Position: Q4 2024 in Review

Sather Financial Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2024, closing a stake of 3,756 shares — an estimated $272K sold.

Sather Financial Group first reported a position in BBCA in Q1 2024 and held it in 3 quarters. The position peaked at $376K in Q1 2024. 204 funds tracked by Wall St. Rank hold BBCA as of Q4 2024.

  • Sather Financial Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2024 after selling out during the quarter.
  • Sather Financial Group sold 3,756 JPMorgan BetaBuilders Canada ETF shares in Q4 2024, an estimated $272K.
  • Sather Financial Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2024 and held it in 3 quarters.
  • Sather Financial Group's JPMorgan BetaBuilders Canada ETF position peaked at $376K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2024.

Based on Sather Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.