TS Financial Group (TSFG)’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

TS Financial Group (TSFG)’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
2024 Q3	–	Sell	-25	Closed	-$2K	–	775
2024 Q2	$2K	Sell	25 -36	-59%	-$2.36K	﹤0.01%	656
2024 Q1	$4K	Hold	61	–	–	﹤0.01%	576
2023 Q4	$4K	Sell	61 -27	-31%	-$1.6K	﹤0.01%	627
2023 Q3	$5K	Hold	88	–	–	﹤0.01%	645
2023 Q2	$5K	Hold	88	–	–	﹤0.01%	644
2023 Q1	$5K	Buy	88 +27	+44%	+$1.62K	﹤0.01%	641
2022 Q4	$3K	Hold	61	–	–	﹤0.01%	726
2022 Q3	$3K	Hold	61	–	–	﹤0.01%	697
2022 Q2	$4K	Buy	+61	New	+$3.94K	﹤0.01%	663
2022 Q1	–	Sell	-61	Closed	-$4K	–	917
2021 Q4	$4K	Hold	61	–	–	﹤0.01%	679
2021 Q3	$4K	Hold	61	–	–	﹤0.01%	672
2021 Q2	$4K	Hold	61	–	–	﹤0.01%	665
2021 Q1	$4K	Hold	61	–	–	﹤0.01%	600
2020 Q4	$3K	Sell	61 -290	-83%	-$14.8K	﹤0.01%	655
2020 Q3	$17K	Buy	351 +290	+475%	+$14K	0.01%	345
2020 Q2	$3K	Buy	+61	New	+$2.6K	﹤0.01%	579

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIG

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

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

EPM

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

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

TS Financial Group (TSFG)'s BBCA Position: Q3 2024 in Review

TS Financial Group (TSFG) sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2024, closing a stake of 25 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in BBCA in Q2 2020 and held it in 16 quarters. The position peaked at $17K in Q3 2020. 195 funds tracked by Wall St. Rank hold BBCA as of Q3 2024.

TS Financial Group (TSFG) reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 25 JPMorgan BetaBuilders Canada ETF shares in Q3 2024, an estimated $2K.
TS Financial Group (TSFG) first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2020 and held it in 16 quarters.
TS Financial Group (TSFG)'s JPMorgan BetaBuilders Canada ETF position peaked at $17K in Q3 2020.
195 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2024, filed 15 Oct 2024.