ACT Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

ACT Advisors’s Portfolio BBAG Stock Details BBAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Buy	46,841 +483	+1%	+$22.2K	0.72%	16
2026 Q1	$2.14M	Buy	46,358 +772	+2%	+$35.9K	0.91%	13
2025 Q4	$2.12M	Sell	45,586 -520	-1%	-$24.3K	0.83%	17
2025 Q3	$2.15M	Buy	46,106 +525	+1%	+$24.2K	0.87%	15
2025 Q2	$2.1M	Buy	45,581 +640	+1%	+$29.2K	0.97%	15
2025 Q1	$2.07M	Buy	44,941 +603	+1%	+$27.5K	1.12%	14
2024 Q4	$2M	Sell	44,338 -4,663	-10%	-$214K	1.08%	13
2024 Q3	$2.32M	Sell	49,001 -1,175	-2%	-$54.8K	1.09%	13
2024 Q2	$2.28M	Sell	50,176 -716	-1%	-$32.3K	1.19%	11
2024 Q1	$2.33M	Sell	50,892 -2,737	-5%	-$126K	1.28%	11
2023 Q4	$2.5M	Sell	53,629 -6,009	-10%	-$269K	1.42%	11
2023 Q3	$2.64M	Buy	+59,638	New	+$2.7M	1.63%	10

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

ACT Advisors's BBAG Position: Q2 2026 in Review

ACT Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 1% in Q2 2026, buying an estimated $22.2K and bringing the position to 46,841 shares worth $2.15M. The position accounts for 0.72% of the portfolio, ranked #16.

ACT Advisors first reported a position in BBAG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.64M in Q3 2023. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

ACT Advisors held 46,841 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $2.15M as of Q2 2026.
ACT Advisors bought 483 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $22.2K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.72% of ACT Advisors's portfolio in Q2 2026, its #16 holding.
ACT Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
ACT Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.64M in Q3 2023.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.