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 Q2	$6.04M	Sell	131,345 -89,978	-41%	-$4.13M	0.01%	1478
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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers's BBAG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 41% in Q2 2026, selling an estimated $4.13M and leaving 131,345 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #1478.

Cetera Investment Advisers first reported a position in BBAG in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.1M in Q3 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Cetera Investment Advisers held 131,345 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $6.04M as of Q2 2026.
Cetera Investment Advisers sold 89,978 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $4.13M.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1478 holding.
Cetera Investment Advisers first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Cetera Investment Advisers's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $20.1M in Q3 2025.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.