Cetera Investment Advisers
BBAG icon

Cetera Investment Advisers’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cetera Investment Advisers’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
Q1 		$10.2M Sell
221,323
-3,471
-2% -$161K 0.01% 1055
2025
Q4 		$10.4M Sell
224,794
-205,690
-48% -$9.6M 0.01% 1004
2025
Q3 		$20.1M Buy
430,484
+52,195
+14% +$2.41M 0.02% 648
2025
Q2 		$17.5M Buy
378,289
+105,084
+38% +$4.8M 0.03% 570
2025
Q1 		$12.6M Buy
273,205
+51,445
+23% +$2.34M 0.02% 663
2024
Q4 		$10M Buy
221,760
+24,766
+13% +$1.14M 0.02% 706
2024
Q3 		$9.32M Buy
196,994
+15,053
+8% +$702K 0.02% 730
2024
Q2 		$8.26M Sell
181,941
-7,794
-4% -$352K 0.02% 753
2024
Q1 		$8.7M Buy
189,735
+163,702
+629% +$7.51M 0.02% 717
2023
Q4 		$1.21M Sell
26,033
-10,608
-29% -$474K 0.01% 992
2023
Q3 		$1.62M Buy
+36,641
New +$1.66M 0.01% 836

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return