SMFS
BBCA icon

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

Squar Milner 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
2020
Q2 		– Sell
-441
Closed -$16K – 256
2020
Q1 		$16K Buy
441
+226
+105% +$10.8K 0.01% 499
2019
Q4 		$11K Buy
+215
New +$10.9K 0.01% 572
2019
Q3 		– Sell
-320
Closed -$16K – 262
2019
Q2 		$16K Buy
320
+73
+30% +$3.57K 0.01% 478
2019
Q1 		$11K Buy
247
+18
+8% +$840 0.01% 500
2018
Q4 		$9K Buy
+229
New +$10.4K 0.01% 474

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Squar Milner Financial Services's BBCA Position: Q2 2020 in Review

Squar Milner Financial Services sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2020, closing a stake of 441 shares — an estimated $16K sold.

Squar Milner Financial Services first reported a position in BBCA in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q1 2020. 60 funds tracked by Wall St. Rank hold BBCA as of Q2 2020.

  • Squar Milner Financial Services reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 441 JPMorgan BetaBuilders Canada ETF shares in Q2 2020, an estimated $16K.
  • Squar Milner Financial Services first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's JPMorgan BetaBuilders Canada ETF position peaked at $16K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.