Annex Advisory Services’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Annex Advisory Services’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 Q2	$22.9M	Sell	1,389,231 -22,456	-2%	-$362K	0.39%	64
2026 Q1	$20.8M	Sell	1,411,687 -31,706	-2%	-$480K	0.39%	62
2025 Q4	$22M	Buy	+1,443,393	New	+$22.1M	0.42%	58
2023 Q4	–	Sell	-10,812	Closed	-$104K	–	270
2023 Q3	$104K	Buy	+10,812	New	+$107K	0.01%	249

Other funds holding BBLU

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OWG

Oxford Wealth Group Orlando, Florida $224M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Annex Advisory Services's BBLU Position: Q2 2026 in Review

Annex Advisory Services reduced its EA Bridgeway Blue Chip ETF (BBLU) stake by 1.6% in Q2 2026, selling an estimated $362K and leaving 1,389,231 shares worth $22.9M. The position accounts for 0.39% of the portfolio, ranked #64.

Annex Advisory Services first reported a position in BBLU in Q3 2023 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BBLU as of Q2 2026.

Annex Advisory Services held 1,389,231 shares of EA Bridgeway Blue Chip ETF worth $22.9M as of Q2 2026.
Annex Advisory Services sold 22,456 EA Bridgeway Blue Chip ETF shares in Q2 2026, an estimated $362K.
EA Bridgeway Blue Chip ETF made up 0.39% of Annex Advisory Services's portfolio in Q2 2026, its #64 holding.
Annex Advisory Services first reported a position in EA Bridgeway Blue Chip ETF in Q3 2023 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.