Toth Financial Advisory’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-48	Closed	-$2.79K	–	731
2023 Q3	$2.79K	Hold	48	–	–	﹤0.01%	601
2023 Q2	$2.94K	Hold	48	–	–	﹤0.01%	604
2023 Q1	$2.86K	Hold	48	–	–	﹤0.01%	611
2022 Q4	$2.75K	Hold	48	–	–	﹤0.01%	559
2022 Q3	$3K	Hold	48	–	–	﹤0.01%	587
2022 Q2	$3K	Hold	48	–	–	﹤0.01%	543
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	579
2021 Q4	$3K	Buy	+48	New	+$3.21K	﹤0.01%	601

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

EPM

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

Toth Financial Advisory's BBCA Position: Q4 2023 in Review

Toth Financial Advisory sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 48 shares — an estimated $2.79K sold.

Toth Financial Advisory first reported a position in BBCA in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q3 2022. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

Toth Financial Advisory reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 48 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $2.79K.
Toth Financial Advisory first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and held it in 8 quarters.
Toth Financial Advisory's JPMorgan BetaBuilders Canada ETF position peaked at $3K in Q3 2022.
163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.