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Synergy Investment Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Synergy Investment Management’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
2025
Q1 		– Sell
-23
Closed -$1.62K – 601
2024
Q4 		$1.62K Buy
+23
New +$1.67K ﹤0.01% 580

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Investment Management's BBCA Position: Q1 2025 in Review

Synergy Investment Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 23 shares — an estimated $1.62K sold.

Synergy Investment Management first reported a position in BBCA in Q4 2024 and held it in 1 quarter. The position peaked at $1.62K in Q4 2024. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

  • Synergy Investment Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 23 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $1.62K.
  • Synergy Investment Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's JPMorgan BetaBuilders Canada ETF position peaked at $1.62K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.