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

Avantax 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
2024 Q4	–	Sell	-11,727	Closed	-$149K	–	2185
2024 Q3	$149K	Sell	11,727 -752	-6%	-$9.2K	﹤0.01%	2038
2024 Q2	$150K	Sell	12,479 -2,312	-16%	-$26.9K	﹤0.01%	1984
2024 Q1	$173K	Sell	14,791 -646	-4%	-$7.12K	﹤0.01%	1558
2023 Q4	$160K	Sell	15,437 -3,452	-18%	-$34.3K	﹤0.01%	1497
2023 Q3	$181K	Sell	18,889 -5,645	-23%	-$55.9K	﹤0.01%	1443
2023 Q2	$241K	Sell	24,534 -50	-0.2%	-$460	﹤0.01%	1301
2023 Q1	$218K	Buy	24,584 +5,886	+31%	+$50K	﹤0.01%	1326
2022 Q4	$151K	Buy	+18,698	New	+$198K	﹤0.01%	1340

Other funds holding BBLU

WAM

WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Avantax Advisory Services's BBLU Position: Q4 2024 in Review

Avantax Advisory Services sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q4 2024, closing a stake of 11,727 shares — an estimated $149K sold.

Avantax Advisory Services first reported a position in BBLU in Q4 2022 and held it in 8 quarters. The position peaked at $241K in Q2 2023. 52 funds tracked by Wall St. Rank hold BBLU as of Q4 2024.

Avantax Advisory Services reported no remaining EA Bridgeway Blue Chip ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 11,727 EA Bridgeway Blue Chip ETF shares in Q4 2024, an estimated $149K.
Avantax Advisory Services first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and held it in 8 quarters.
Avantax Advisory Services's EA Bridgeway Blue Chip ETF position peaked at $241K in Q2 2023.
52 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.