Sierra Capital’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sierra Capital’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
2022 Q4	–	Sell	-749	Closed	-$40K	–	645
2022 Q3	$40K	Buy	749 +30	+4%	+$1.78K	0.01%	277
2022 Q2	$42K	Sell	719 -1,041	-59%	-$67.2K	0.01%	340
2022 Q1	$123K	Hold	1,760	–	–	0.02%	261
2021 Q4	$118K	Buy	+1,760	New	+$118K	0.02%	284

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPM

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Sierra Capital's BBCA Position: Q4 2022 in Review

Sierra Capital sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2022, closing a stake of 749 shares — an estimated $40K sold.

Sierra Capital first reported a position in BBCA in Q4 2021 and held it in 4 quarters. The position peaked at $123K in Q1 2022. 140 funds tracked by Wall St. Rank hold BBCA as of Q4 2022.

Sierra Capital reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2022 after selling out during the quarter.
Sierra Capital sold 749 JPMorgan BetaBuilders Canada ETF shares in Q4 2022, an estimated $40K.
Sierra Capital first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and held it in 4 quarters.
Sierra Capital's JPMorgan BetaBuilders Canada ETF position peaked at $123K in Q1 2022.
140 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2022.

Based on Sierra Capital's 13F filing for Q4 2022, filed 8 Feb 2023.