Accel Wealth Management
BBLU icon

Accel Wealth Management’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Accel Wealth Management’s Portfolio BBLU Stock Details BBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244K Hold
14,268
– – 0.05% 260
2026
Q2 		$235K Hold
14,268
– – 0.05% 264
2026
Q1 		$211K Sell
14,268
-3,222
-18% -$48.8K 0.05% 267
2025
Q4 		$267K Sell
17,490
-3,085
-15% -$47.2K 0.07% 218
2025
Q3 		$309K Sell
20,575
-5,592
-21% -$80.1K 0.09% 204
2025
Q2 		$360K Hold
26,167
– – 0.12% 174
2025
Q1 		$334K Hold
26,167
– – 0.12% 178
2024
Q4 		$341K Sell
26,167
-522
-2% -$6.83K 0.13% 169
2024
Q3 		$339K Sell
26,689
-1,570
-6% -$19.2K 0.13% 171
2024
Q2 		$341K Hold
28,259
– – 0.14% 158
2024
Q1 		$330K Hold
28,259
– – 0.14% 147
2023
Q4 		$293K Sell
28,259
-248
-0.9% -$2.46K 0.15% 142
2023
Q3 		$273K Hold
28,507
– – 0.15% 131
2023
Q2 		$280K Buy
+28,507
New +$262K 0.15% 130

Other funds holding BBLU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Smith Shellnut Wilson
Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Accel Wealth Management's BBLU Position: Q3 2026 in Review

Accel Wealth Management held its EA Bridgeway Blue Chip ETF (BBLU) position steady in Q3 2026 at 14,268 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #260.

Accel Wealth Management first reported a position in BBLU in Q2 2023 and has held it in 14 quarters since. The position peaked at $360K in Q2 2025. 10 funds tracked by Wall St. Rank hold BBLU as of Q3 2026.

  • Accel Wealth Management held 14,268 shares of EA Bridgeway Blue Chip ETF worth $244K as of Q3 2026.
  • Accel Wealth Management left its EA Bridgeway Blue Chip ETF share count unchanged in Q3 2026.
  • EA Bridgeway Blue Chip ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #260 holding.
  • Accel Wealth Management first reported a position in EA Bridgeway Blue Chip ETF in Q2 2023 and has held it in 14 quarters since.
  • Accel Wealth Management's EA Bridgeway Blue Chip ETF position peaked at $360K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.