SVB Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

SVB Wealth’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 Q1	–	Sell	-200	Closed	-$10K	–	928
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	843
2020 Q3	$10K	Buy	+200	New	+$9.64K	﹤0.01%	730
2020 Q2	–	Sell	-76	Closed	-$2K	–	640
2020 Q1	$2K	Hold	76	–	–	﹤0.01%	574
2019 Q4	$4K	Buy	+76	New	+$3.84K	﹤0.01%	642

Other funds holding BBCA

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

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

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

EPM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

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

SVB Wealth's BBCA Position: Q1 2021 in Review

SVB Wealth sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2021, closing a stake of 200 shares — an estimated $10K sold.

SVB Wealth first reported a position in BBCA in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 78 funds tracked by Wall St. Rank hold BBCA as of Q1 2021.

SVB Wealth reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2021 after selling out during the quarter.
SVB Wealth sold 200 JPMorgan BetaBuilders Canada ETF shares in Q1 2021, an estimated $10K.
SVB Wealth first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and held it in 4 quarters.
SVB Wealth's JPMorgan BetaBuilders Canada ETF position peaked at $10K in Q4 2020.
78 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.