Sowell Financial Services’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sowell Financial Services’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 Q2	$763K	Sell	7,679 -1,196	-13%	-$119K	0.02%	529
2026 Q1	$835K	Buy	8,875 +100	+1%	+$9.56K	0.03%	484
2025 Q4	$816K	Sell	8,775 -48	-0.5%	-$4.27K	0.03%	491
2025 Q3	$770K	Buy	8,823 +5	+0.1%	+$417	0.03%	501
2025 Q2	$712K	Sell	8,818 -1,674	-16%	-$127K	0.03%	513
2025 Q1	$751K	Buy	10,492 +112	+1%	+$8.07K	0.03%	479
2024 Q4	$733K	Buy	+10,380	New	+$756K	0.04%	362
2020 Q1	–	Sell	-135	Closed	-$7K	–	2420
2019 Q4	$7K	Buy	+135	New	+$6.83K	﹤0.01%	1791

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 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Sowell Financial Services's BBCA Position: Q2 2026 in Review

Sowell Financial Services reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 13% in Q2 2026, selling an estimated $119K and leaving 7,679 shares worth $763K. The position accounts for 0.02% of the portfolio, ranked #529.

Sowell Financial Services first reported a position in BBCA in Q4 2019 and has held it in 8 quarters since. The position peaked at $835K in Q1 2026. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Sowell Financial Services held 7,679 shares of JPMorgan BetaBuilders Canada ETF worth $763K as of Q2 2026.
Sowell Financial Services sold 1,196 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $119K.
JPMorgan BetaBuilders Canada ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #529 holding.
Sowell Financial Services first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and has held it in 8 quarters since.
Sowell Financial Services's JPMorgan BetaBuilders Canada ETF position peaked at $835K in Q1 2026.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.