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Ashton Thomas Private Wealth’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Ashton Thomas Private Wealth’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 		$9.19K Sell
200
-64
-24% -$2.94K ﹤0.01% 1495
2026
Q1 		$12.2K Buy
+264
New +$12.3K ﹤0.01% 1389
2024
Q3 		– Sell
-264
Closed -$12K – 727
2024
Q2 		$12K Buy
+264
New +$11.9K ﹤0.01% 1287

Other funds holding BBAG

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
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
AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ashton Thomas Private Wealth's BBAG Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 24% in Q2 2026, selling an estimated $2.94K and leaving 200 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Ashton Thomas Private Wealth first reported a position in BBAG in Q2 2024 and has held it in 3 quarters since. The position peaked at $12.2K in Q1 2026. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Ashton Thomas Private Wealth held 200 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $9.19K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 64 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $2.94K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1495 holding.
  • Ashton Thomas Private Wealth first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $12.2K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.