Avestar Capital’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Avestar Capital’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	$500K	Hold	10,878	–	–	0.03%	377
2026 Q1	$502K	Buy	10,878 +1,023	+10%	+$47.5K	0.03%	353
2025 Q4	$457K	Buy	9,855 +427	+5%	+$19.9K	0.03%	358
2025 Q3	$440K	Hold	9,428	–	–	0.03%	361
2025 Q2	$435K	Hold	9,428	–	–	0.03%	336
2025 Q1	$435K	Hold	9,428	–	–	0.04%	309
2024 Q4	$428K	Buy	+9,428	New	+$434K	0.04%	316

Other funds holding BBAG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avestar Capital's BBAG Position: Q2 2026 in Review

Avestar Capital held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 10,878 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #377.

Avestar Capital first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $502K in Q1 2026. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Avestar Capital held 10,878 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $500K as of Q2 2026.
Avestar Capital left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #377 holding.
Avestar Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Avestar Capital's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $502K in Q1 2026.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.