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Sterling Financial Planning’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-63
Closed -$4K – 131
2021
Q3 		$4K Hold
63
– – ﹤0.01% 373
2021
Q2 		$4K Hold
63
– – ﹤0.01% 351
2021
Q1 		$4K Buy
+63
New +$3.59K ﹤0.01% 326

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sterling Financial Planning's BBCA Position: Q4 2021 in Review

Sterling Financial Planning sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2021, closing a stake of 63 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in BBCA in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 125 funds tracked by Wall St. Rank hold BBCA as of Q4 2021.

  • Sterling Financial Planning reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 63 JPMorgan BetaBuilders Canada ETF shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's JPMorgan BetaBuilders Canada ETF position peaked at $4K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.