Source Financial Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Source Financial 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
2024 Q3	$468K	Buy	6,467 +137	+2%	+$9.39K	0.14%	72
2024 Q2	$411K	Buy	6,330 +88	+1%	+$5.78K	0.13%	75
2024 Q1	$417K	Sell	6,242 -4,682	-43%	-$301K	0.13%	79
2023 Q4	$700K	Sell	10,924 -228	-2%	-$13.5K	0.22%	62
2023 Q3	$649K	Buy	11,152 +339	+3%	+$20.6K	0.22%	63
2023 Q2	$662K	Sell	10,813 -55	-0.5%	-$3.33K	0.22%	65
2023 Q1	$647K	Sell	10,868 -2,972	-21%	-$178K	0.22%	65
2022 Q4	$793K	Sell	13,840 -10,201	-42%	-$588K	0.3%	60
2022 Q3	$1.28M	Sell	24,041 -679	-3%	-$40.3K	0.51%	42
2022 Q2	$1.45M	Buy	24,720 +10,831	+78%	+$699K	0.57%	41
2022 Q1	$974K	Buy	+13,889	New	+$937K	0.29%	54

Other funds holding BBCA

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EPM

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

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

Source Financial Advisors's BBCA Position: Q3 2024 in Review

Source Financial Advisors increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 2.2% in Q3 2024, buying an estimated $9.39K and bringing the position to 6,467 shares worth $468K. The position accounts for 0.14% of the portfolio, ranked #72.

Source Financial Advisors first reported a position in BBCA in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.45M in Q2 2022. 195 funds tracked by Wall St. Rank hold BBCA as of Q3 2024.

Source Financial Advisors held 6,467 shares of JPMorgan BetaBuilders Canada ETF worth $468K as of Q3 2024.
Source Financial Advisors bought 137 JPMorgan BetaBuilders Canada ETF shares in Q3 2024, an estimated $9.39K.
JPMorgan BetaBuilders Canada ETF made up 0.14% of Source Financial Advisors's portfolio in Q3 2024, its #72 holding.
Source Financial Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2022 and has held it in 11 quarters since.
Source Financial Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $1.45M in Q2 2022.
195 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.