Avantax Planning Partners’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Avantax Planning Partners’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	$217K	Hold	13,169	–	–	0.01%	428
2026 Q1	$194K	Buy	+13,169	New	+$200K	0.01%	426

Other funds holding BBLU

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Avantax Planning Partners's BBLU Position: Q2 2026 in Review

Avantax Planning Partners held its EA Bridgeway Blue Chip ETF (BBLU) position steady in Q2 2026 at 13,169 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #428.

Avantax Planning Partners first reported a position in BBLU in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold BBLU as of Q2 2026.

Avantax Planning Partners held 13,169 shares of EA Bridgeway Blue Chip ETF worth $217K as of Q2 2026.
Avantax Planning Partners left its EA Bridgeway Blue Chip ETF share count unchanged in Q2 2026.
EA Bridgeway Blue Chip ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #428 holding.
Avantax Planning Partners first reported a position in EA Bridgeway Blue Chip ETF in Q1 2026 and has held it in 2 quarters since.
71 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.