Yoffe Investment Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Yoffe Investment Management’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	$1.05M	Hold	10,540	–	–	1.2%	22
2026 Q1	$991K	Sell	10,540 -136	-1%	-$13K	1.27%	20
2025 Q4	$993K	Hold	10,676	–	–	1.27%	21
2025 Q3	$931K	Buy	10,676 +10	+0.1%	+$834	1.21%	22
2025 Q2	$861K	Buy	10,666 +11	+0.1%	+$833	1.18%	23
2025 Q1	$763K	Buy	10,655 +5	+0%	+$360	1.12%	25
2024 Q4	$752K	Buy	+10,650	New	+$775K	1.12%	23

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 $104B AUM 28.3% 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

Yoffe Investment Management's BBCA Position: Q2 2026 in Review

Yoffe Investment Management held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q2 2026 at 10,540 shares worth $1.05M. The position accounts for 1.2% of the portfolio, ranked #22.

Yoffe Investment Management first reported a position in BBCA in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Yoffe Investment Management held 10,540 shares of JPMorgan BetaBuilders Canada ETF worth $1.05M as of Q2 2026.
Yoffe Investment Management left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up 1.2% of Yoffe Investment Management's portfolio in Q2 2026, its #22 holding.
Yoffe Investment Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.