BFG
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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
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

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
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
AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Berger Financial Group's BBAG Position: Q2 2026 in Review

Berger Financial Group reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 15% in Q2 2026, selling an estimated $116K and leaving 14,812 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #256.

Berger Financial Group first reported a position in BBAG in Q4 2020 and has held it in 22 quarters since. The position peaked at $46.8M in Q1 2022. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Berger Financial Group held 14,812 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $681K as of Q2 2026.
  • Berger Financial Group sold 2,522 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $116K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #256 holding.
  • Berger Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $46.8M in Q1 2022.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.