Berger Financial Group
BBAG icon

Berger Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Berger Financial Group’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 		$620K Sell
14,154
-658
-4% -$29.6K 0.03% 279
2026
Q2 		$681K Sell
14,812
-2,522
-15% -$116K 0.03% 256
2026
Q1 		$800K Sell
17,334
-4,629
-21% -$215K 0.04% 226
2025
Q4 		$1.02M Sell
21,963
-2,661
-11% -$124K 0.06% 208
2025
Q3 		$1.15M Sell
24,624
-2,790
-10% -$129K 0.07% 192
2025
Q2 		$1.27M Sell
27,414
-4,636
-14% -$212K 0.08% 171
2025
Q1 		$1.48M Sell
32,050
-454,886
-93% -$20.7M 0.1% 154
2024
Q4 		$22M Buy
486,936
+38,517
+9% +$1.77M 1.52% 13
2024
Q3 		$21.2M Buy
448,419
+28,806
+7% +$1.34M 1.53% 13
2024
Q2 		$19.1M Buy
419,613
+54,738
+15% +$2.47M 1.52% 14
2024
Q1 		$16.7M Sell
364,875
-621,398
-63% -$28.5M 1.38% 15
2023
Q4 		$45.9M Sell
986,273
-2,212
-0.2% -$98.9K 4.75% 2
2023
Q3 		$43.7M Buy
988,485
+27,533
+3% +$1.25M 5.02% 1
2023
Q2 		$44.4M Buy
960,952
+13,742
+1% +$641K 5.03% 1
2023
Q1 		$44.5M Buy
947,210
+57,820
+7% +$2.7M 5.35% 2
2022
Q4 		$40.7M Sell
889,390
-45,703
-5% -$2.09M 5.37% 1
2022
Q3 		$42.5M Buy
935,093
+11,325
+1% +$540K 6.25% 1
2022
Q2 		$44.3M Sell
923,768
-3,541
-0.4% -$172K 6.47% 2
2022
Q1 		$46.8M Buy
927,309
+110,946
+14% +$5.77M 5.95% 2
2021
Q4 		$44M Buy
816,363
+42,399
+5% +$2.29M 5.83% 1
2021
Q3 		$42M Buy
773,964
+12,029
+2% +$659K 7.57% 1
2021
Q2 		$41.5M Buy
+761,935
New +$41.2M 7.5% 1
2021
Q1 		– Sell
-668,409
Closed -$37.2M – 194
2020
Q4 		$37.2M Buy
+668,409
New +$37.2M 6.5% 1

Other funds holding BBAG

Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Berger Financial Group's BBAG Position: Q3 2026 in Review

Berger Financial Group reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 4.4% in Q3 2026, selling an estimated $29.6K and leaving 14,154 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #279.

Berger Financial Group first reported a position in BBAG in Q4 2020 and has held it in 23 quarters since. The position peaked at $46.8M in Q1 2022. 69 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Berger Financial Group held 14,154 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $620K as of Q3 2026.
  • Berger Financial Group sold 658 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $29.6K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Berger Financial Group's portfolio in Q3 2026, its #279 holding.
  • Berger Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $46.8M in Q1 2022.
  • 69 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.