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 Q3	$587K	Buy	13,404 +2,526	+23%	+$114K	0.05%	326
2026 Q2	$500K	Hold	10,878	–	–	0.03%	378
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 $1.84T AUM 33.86% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

Avestar Capital's BBAG Position: Q3 2026 in Review

Avestar Capital increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 23% in Q3 2026, buying an estimated $114K and bringing the position to 13,404 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #326.

Avestar Capital first reported a position in BBAG in Q4 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

Avestar Capital held 13,404 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $587K as of Q3 2026.
Avestar Capital bought 2,526 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $114K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.05% of Avestar Capital's portfolio in Q3 2026, its #326 holding.
Avestar Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.