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 Q1	$194K	Buy	+13,169	New	+$200K	0.01%	426

Other funds holding BBLU

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 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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners's BBLU Position: Q1 2026 in Review

Avantax Planning Partners opened a new position in EA Bridgeway Blue Chip ETF (BBLU) in Q1 2026: 13,169 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

69 funds tracked by Wall St. Rank hold BBLU as of Q1 2026.

Avantax Planning Partners held 13,169 shares of EA Bridgeway Blue Chip ETF worth $194K as of Q1 2026.
EA Bridgeway Blue Chip ETF was a new Avantax Planning Partners position in Q1 2026.
EA Bridgeway Blue Chip ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #426 holding.
69 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.