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AE Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-662
Closed -$30.7K – 2600
2025
Q4 		$30.7K Buy
662
+643
+3,384% +$30K ﹤0.01% 1941
2025
Q3 		$890 Hold
19
– – ﹤0.01% 2219
2025
Q2 		$880 Sell
19
-114
-86% -$5.2K ﹤0.01% 2082
2025
Q1 		$6.13K Buy
+133
New +$6.06K ﹤0.01% 1917
2023
Q4 		– Sell
-59,628
Closed -$2.64M – 2058
2023
Q3 		$2.64M Buy
59,628
+5,344
+10% +$242K 0.02% 754
2023
Q2 		$2.51M Buy
54,284
+390
+0.7% +$18.2K 0.02% 772
2023
Q1 		$2.53M Buy
53,894
+4,497
+9% +$210K 0.02% 714
2022
Q4 		$2.26M Sell
49,397
-3,931
-7% -$179K 0.02% 698
2022
Q3 		$2.43M Sell
53,328
-27,085
-34% -$1.29M 0.02% 637
2022
Q2 		$3.86M Sell
80,413
-5,829
-7% -$283K 0.03% 464
2022
Q1 		$4.36M Buy
86,242
+635
+0.7% +$33K 0.03% 481
2021
Q4 		$4.62M Sell
85,607
-3,571
-4% -$193K 0.03% 434
2021
Q3 		$4.84M Buy
89,178
+35,732
+67% +$1.96M 0.04% 389
2021
Q2 		$2.91M Buy
53,446
+2,625
+5% +$142K 0.03% 525
2021
Q1 		$2.73M Buy
50,821
+2,879
+6% +$157K 0.03% 485
2020
Q4 		$2.67M Buy
47,942
+8,014
+20% +$446K 0.03% 412
2020
Q3 		$2.23M Buy
39,928
+966
+2% +$54.2K 0.03% 394
2020
Q2 		$2.18M Buy
+38,962
New +$2.16M 0.03% 386

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's BBAG Position: Q1 2026 in Review

AE Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2026, closing a stake of 662 shares — an estimated $30.7K sold.

AE Wealth Management first reported a position in BBAG in Q2 2020 and held it in 18 quarters. The position peaked at $4.84M in Q3 2021. 112 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • AE Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 662 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $30.7K.
  • AE Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020 and held it in 18 quarters.
  • AE Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.84M in Q3 2021.
  • 112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.