Tiedemann Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Tiedemann Advisors’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
2023 Q3	$233K	Buy	+4,011	New	+$243K	0.01%	248
2021 Q3	–	Sell	-4,195	Closed	-$272K	–	303
2021 Q2	$272K	Sell	4,195 -320	-7%	-$20.3K	0.01%	297
2021 Q1	$267K	Buy	4,515 +9	+0.2%	+$512	0.01%	278
2020 Q4	$242K	Sell	4,506 -583	-11%	-$29.7K	0.01%	282
2020 Q3	$243K	Buy	+5,089	New	+$245K	0.01%	282

Other funds holding BBCA

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

RIG

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tiedemann Advisors's BBCA Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2023: 4,011 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in BBCA as recently as Q2 2021.

Tiedemann Advisors first reported a position in BBCA in Q3 2020 and has held it in 5 quarters since. The position peaked at $272K in Q2 2021. 152 funds tracked by Wall St. Rank hold BBCA as of Q3 2023.

Tiedemann Advisors held 4,011 shares of JPMorgan BetaBuilders Canada ETF worth $233K as of Q3 2023.
JPMorgan BetaBuilders Canada ETF was a new Tiedemann Advisors position in Q3 2023.
JPMorgan BetaBuilders Canada ETF made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #248 holding.
Tiedemann Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2020 and has held it in 5 quarters since.
Tiedemann Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $272K in Q2 2021.
152 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.