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

Waverly 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
2026
Q2 		$270K Sell
2,718
-1,618
-37% -$161K ﹤0.01% 1471
2026
Q1 		$408K Buy
4,336
+2,595
+149% +$248K ﹤0.01% 1172
2025
Q4 		$162K Buy
+1,741
New +$155K ﹤0.01% 1402

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

Waverly Advisors's BBCA Position: Q2 2026 in Review

Waverly Advisors reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 37% in Q2 2026, selling an estimated $161K and leaving 2,718 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Waverly Advisors first reported a position in BBCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 260 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Waverly Advisors held 2,718 shares of JPMorgan BetaBuilders Canada ETF worth $270K as of Q2 2026.
  • Waverly Advisors sold 1,618 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $161K.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1471 holding.
  • Waverly Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $408K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.