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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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.