Simon Quick Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Simon Quick Advisors’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
2026 Q3	$263K	Buy	2,619 +145	+6%	+$15.1K	0.01%	388
2026 Q2	$246K	Hold	2,474	–	–	0.01%	370
2026 Q1	$233K	Buy	2,474 +119	+5%	+$11.4K	0.01%	345
2025 Q4	$219K	Buy	+2,355	New	+$210K	0.01%	362
2020 Q2	–	Sell	-7,562	Closed	-$287K	–	449
2020 Q1	$287K	Buy	+7,562	New	+$361K	0.11%	63

Other funds holding BBCA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Silphium Asset Management London, United Kingdom $305M AUM 24.67% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return

Simon Quick Advisors's BBCA Position: Q3 2026 in Review

Simon Quick Advisors increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 5.9% in Q3 2026, buying an estimated $15.1K and bringing the position to 2,619 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #388.

Simon Quick Advisors first reported a position in BBCA in Q1 2020 and has held it in 5 quarters since. The position peaked at $287K in Q1 2020. 77 funds tracked by Wall St. Rank hold BBCA as of Q3 2026.

Simon Quick Advisors held 2,619 shares of JPMorgan BetaBuilders Canada ETF worth $263K as of Q3 2026.
Simon Quick Advisors bought 145 JPMorgan BetaBuilders Canada ETF shares in Q3 2026, an estimated $15.1K.
JPMorgan BetaBuilders Canada ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #388 holding.
Simon Quick Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2020 and has held it in 5 quarters since.
Simon Quick Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $287K in Q1 2020.
77 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.