Strategic Wealth Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Strategic Wealth Partners’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 Q1	$148K	Sell	1,576 -97	-6%	-$9.27K	0.01%	340
2025 Q4	$156K	Buy	1,673 +492	+42%	+$43.8K	0.01%	350
2025 Q3	$103K	Sell	1,181 -79	-6%	-$6.59K	0.01%	434
2025 Q2	$102K	Buy	+1,260	New	+$95.5K	0.01%	391
2019 Q3	–	Sell	-236	Closed	-$11K	–	727
2019 Q2	$11K	Buy	+236	New	+$11.5K	0.01%	474

Other funds holding BBCA

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

RIG

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

EPM

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

Strategic Wealth Partners's BBCA Position: Q1 2026 in Review

Strategic Wealth Partners reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 5.8% in Q1 2026, selling an estimated $9.27K and leaving 1,576 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #340.

Strategic Wealth Partners first reported a position in BBCA in Q2 2019 and has held it in 5 quarters since. The position peaked at $156K in Q4 2025. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

Strategic Wealth Partners held 1,576 shares of JPMorgan BetaBuilders Canada ETF worth $148K as of Q1 2026.
Strategic Wealth Partners sold 97 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $9.27K.
JPMorgan BetaBuilders Canada ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #340 holding.
Strategic Wealth Partners first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2019 and has held it in 5 quarters since.
Strategic Wealth Partners's JPMorgan BetaBuilders Canada ETF position peaked at $156K in Q4 2025.
244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.