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Arete Wealth Advisors’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Arete Wealth Advisors’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
Q1 		$1.5M Buy
102,121
+2,453
+2% +$37.2K 0.11% 181
2025
Q4 		$1.52M Buy
99,668
+6,645
+7% +$102K 0.09% 213
2025
Q3 		$1.4M Buy
+93,023
New +$1.33M 0.09% 214

Other funds holding BBLU

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
OWG
Oxford Wealth Group Orlando, Florida $183M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arete Wealth Advisors's BBLU Position: Q1 2026 in Review

Arete Wealth Advisors increased its EA Bridgeway Blue Chip ETF (BBLU) stake by 2.5% in Q1 2026, buying an estimated $37.2K and bringing the position to 102,121 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #181.

Arete Wealth Advisors first reported a position in BBLU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.52M in Q4 2025. 69 funds tracked by Wall St. Rank hold BBLU as of Q1 2026.

  • Arete Wealth Advisors held 102,121 shares of EA Bridgeway Blue Chip ETF worth $1.5M as of Q1 2026.
  • Arete Wealth Advisors bought 2,453 EA Bridgeway Blue Chip ETF shares in Q1 2026, an estimated $37.2K.
  • EA Bridgeway Blue Chip ETF made up 0.11% of Arete Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • Arete Wealth Advisors first reported a position in EA Bridgeway Blue Chip ETF in Q3 2025 and has held it in 3 quarters since.
  • Arete Wealth Advisors's EA Bridgeway Blue Chip ETF position peaked at $1.52M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.