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 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 $1.56T AUM 27.86% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 51.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SIM

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Wealthspire Advisors (New York)'s BBCA Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q1 2026 at 4,434 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Wealthspire Advisors (New York) first reported a position in BBCA in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.16M in Q1 2022. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

Wealthspire Advisors (New York) held 4,434 shares of JPMorgan BetaBuilders Canada ETF worth $417K as of Q1 2026.
Wealthspire Advisors (New York) left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #631 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2018 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s JPMorgan BetaBuilders Canada ETF position peaked at $1.16M in Q1 2022.
244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.