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

Bouchey 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	$215K	Sell	4,687 -33	-0.7%	-$1.51K	0.01%	179
2026 Q1	$218K	Hold	4,720	–	–	0.02%	164
2025 Q4	$219K	Sell	4,720 -1	-0%	-$47	0.02%	149
2025 Q3	$220K	Hold	4,721	–	–	0.02%	141
2025 Q2	$218K	Hold	4,721	–	–	0.02%	134
2025 Q1	$218K	Hold	4,721	–	–	0.02%	128
2024 Q4	$213K	Buy	+4,721	New	+$217K	0.02%	139
2022 Q3	–	Sell	-23,509	Closed	-$1.13M	–	93
2022 Q2	$1.13M	Buy	23,509 +928	+4%	+$45K	0.18%	34
2022 Q1	$1.14M	Buy	22,581 +145	+0.6%	+$7.54K	0.15%	35
2021 Q4	$1.21M	Sell	22,436 -868	-4%	-$46.9K	0.16%	40
2021 Q3	$1.26M	Buy	23,304 +211	+0.9%	+$11.6K	0.18%	37
2021 Q2	$1.26M	Buy	+23,093	New	+$1.25M	0.2%	30
2021 Q1	–	Sell	-19,289	Closed	-$1.07M	–	82
2020 Q4	$1.07M	Buy	19,289 +575	+3%	+$32K	0.18%	32
2020 Q3	$1.05M	Buy	18,714 +889	+5%	+$49.9K	0.2%	29
2020 Q2	$997K	Buy	+17,825	New	+$988K	0.21%	31

Other funds holding BBAG

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

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

Bouchey Financial Group reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 0.7% in Q2 2026, selling an estimated $1.51K and leaving 4,687 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #179.

Bouchey Financial Group first reported a position in BBAG in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.26M in Q3 2021. 50 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Bouchey Financial Group held 4,687 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $215K as of Q2 2026.
Bouchey Financial Group sold 33 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $1.51K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of Bouchey Financial Group's portfolio in Q2 2026, its #179 holding.
Bouchey Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020 and has held it in 15 quarters since.
Bouchey Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.26M in Q3 2021.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.