SOA Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

SOA Wealth 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
2025 Q1	–	Sell	-35	Closed	-$2.47K	–	886
2024 Q4	$2.47K	Hold	35	–	–	﹤0.01%	672
2024 Q3	$2.53K	Hold	35	–	–	﹤0.01%	652
2024 Q2	$2.27K	Hold	35	–	–	﹤0.01%	661
2024 Q1	$2.34K	Hold	35	–	–	﹤0.01%	693
2023 Q4	$2.24K	Sell	35 -71	-67%	-$4.21K	﹤0.01%	689
2023 Q3	$6.16K	Buy	+106	New	+$6.43K	﹤0.01%	581

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOA Wealth Advisors's BBCA Position: Q1 2025 in Review

SOA Wealth Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 35 shares — an estimated $2.47K sold.

SOA Wealth Advisors first reported a position in BBCA in Q3 2023 and held it in 6 quarters. The position peaked at $6.16K in Q3 2023. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

SOA Wealth Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
SOA Wealth Advisors sold 35 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $2.47K.
SOA Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and held it in 6 quarters.
SOA Wealth Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $6.16K in Q3 2023.
183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.