Security National Trust’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Security National Trust’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
2021 Q1	–	Sell	-8	Closed	–	–	392
2020 Q4	$0	Sell	8 -623	-99%	-$31.8K	﹤0.01%	407
2020 Q3	$30K	Buy	631 +623	+7,788%	+$30K	0.01%	285
2020 Q2	$0	Buy	+8	New	+$341	﹤0.01%	414

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Security National Trust's BBCA Position: Q1 2021 in Review

Security National Trust sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2021, closing a stake of 8 shares.

Security National Trust first reported a position in BBCA in Q2 2020 and held it in 3 quarters. The position peaked at $30K in Q3 2020. 78 funds tracked by Wall St. Rank hold BBCA as of Q1 2021.

Security National Trust reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2021 after selling out during the quarter.
Security National Trust sold 8 JPMorgan BetaBuilders Canada ETF shares in Q1 2021.
Security National Trust first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2020 and held it in 3 quarters.
Security National Trust's JPMorgan BetaBuilders Canada ETF position peaked at $30K in Q3 2020.
78 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.