Wealthspire Advisors (New York)’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Wealthspire Advisors (New York)’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	$301K	Sell	3,032 -1,402	-32%	-$139K	﹤0.01%	990
2026 Q1	$417K	Hold	4,434	–	–	﹤0.01%	631
2025 Q4	$412K	Hold	4,434	–	–	﹤0.01%	676
2025 Q3	$387K	Sell	4,434 -1,627	-27%	-$136K	﹤0.01%	597
2025 Q2	$489K	Hold	6,061	–	–	﹤0.01%	544
2025 Q1	$434K	Hold	6,061	–	–	﹤0.01%	553
2024 Q4	$428K	Hold	6,061	–	–	﹤0.01%	553
2024 Q3	$438K	Sell	6,061 -147	-2%	-$10.1K	﹤0.01%	522
2024 Q2	$403K	Sell	6,208 -1,541	-20%	-$101K	0.01%	472
2024 Q1	$518K	Sell	7,749 -685	-8%	-$44.1K	0.01%	422
2023 Q4	$541K	Buy	+8,434	New	+$500K	0.01%	407
2022 Q4	–	Sell	-16,762	Closed	-$896K	–	582
2022 Q3	$896K	Hold	16,762	–	–	0.02%	242
2022 Q2	$985K	Buy	16,762 +211	+1%	+$13.6K	0.02%	211
2022 Q1	$1.16M	Hold	16,551	–	–	0.03%	176
2021 Q4	$1.11M	Sell	16,551 -231	-1%	-$15.4K	0.02%	217
2021 Q3	$1.06M	Buy	16,782 +231	+1%	+$14.9K	0.02%	239
2021 Q2	$1.07M	Sell	16,551 -2	-0%	-$127	0.03%	156
2021 Q1	$978K	Hold	16,553	–	–	0.02%	271
2020 Q4	$888K	Buy	16,553 +946	+6%	+$48.2K	0.03%	220
2020 Q3	$744K	Buy	+15,607	New	+$752K	0.04%	148
2019 Q1	–	Sell	-1,138	Closed	-$47K	–	121
2018 Q4	$47K	Buy	+1,138	New	+$51.5K	﹤0.01%	189

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 22.9% 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 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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s BBCA Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 32% in Q2 2026, selling an estimated $139K and leaving 3,032 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Wealthspire Advisors (New York) first reported a position in BBCA in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2022. 260 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Wealthspire Advisors (New York) held 3,032 shares of JPMorgan BetaBuilders Canada ETF worth $301K as of Q2 2026.
Wealthspire Advisors (New York) sold 1,402 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $139K.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #990 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2018 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s JPMorgan BetaBuilders Canada ETF position peaked at $1.16M in Q1 2022.
260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.