Ullmann Wealth Partners Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Ullmann Wealth Partners Group’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
2026 Q2	$430K	Hold	4,325	–	–	0.04%	118
2026 Q1	$407K	Hold	4,325	–	–	0.04%	113
2025 Q4	$377K	Hold	4,325	–	–	0.04%	116
2025 Q3	$377K	Hold	4,325	–	–	0.04%	116
2025 Q2	$349K	Hold	4,325	–	–	0.04%	112
2025 Q1	$309K	Sell	4,325 -1,200	-22%	-$86.5K	0.04%	113
2024 Q4	$390K	Hold	5,525	–	–	0.05%	99
2024 Q3	$399K	Hold	5,525	–	–	0.05%	101
2024 Q2	$359K	Hold	5,525	–	–	0.05%	88
2024 Q1	$369K	Hold	5,525	–	–	0.05%	82
2023 Q4	$354K	Hold	5,525	–	–	0.06%	80
2023 Q3	$321K	Hold	5,525	–	–	0.06%	80
2023 Q2	$338K	Hold	5,525	–	–	0.07%	73
2023 Q1	$329K	Hold	5,525	–	–	0.07%	67
2022 Q4	$317K	Hold	5,525	–	–	0.08%	61
2022 Q3	$295K	Buy	+5,525	New	+$328K	0.08%	62

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Ullmann Wealth Partners Group's BBCA Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q2 2026 at 4,325 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #118.

Ullmann Wealth Partners Group first reported a position in BBCA in Q3 2022 and has held it in 16 quarters since. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Ullmann Wealth Partners Group held 4,325 shares of JPMorgan BetaBuilders Canada ETF worth $430K as of Q2 2026.
Ullmann Wealth Partners Group left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up 0.04% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #118 holding.
Ullmann Wealth Partners Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2022 and has held it in 16 quarters since.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.