Claro Advisors
BBLU icon

Claro Advisors’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Claro Advisors’s Portfolio BBLU Stock Details BBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$183K Hold
10,712
– – 0.02% 516
2026
Q2 		$177K Hold
10,712
– – 0.02% 525
2026
Q1 		$158K Hold
10,712
– – 0.02% 499
2025
Q4 		$163K Sell
10,712
-28,791
-73% -$440K 0.02% 413
2025
Q3 		$594K Hold
39,503
– – 0.09% 197
2025
Q2 		$543K Hold
39,503
– – 0.09% 193
2025
Q1 		$504K Hold
39,503
– – 0.07% 262
2024
Q4 		$516K Buy
39,503
+330
+0.8% +$4.32K 0.07% 246
2024
Q3 		$498K Sell
39,173
-16,000
-29% -$196K 0.06% 267
2024
Q2 		$665K Buy
55,173
+447
+0.8% +$5.2K 0.1% 201
2024
Q1 		$639K Buy
54,726
+3,286
+6% +$36.2K 0.11% 202
2023
Q4 		$534K Buy
51,440
+3,330
+7% +$33.1K 0.12% 204
2023
Q3 		$461K Buy
48,110
+504
+1% +$4.99K 0.12% 208
2023
Q2 		$468K Buy
47,606
+12,034
+34% +$111K 0.12% 203
2023
Q1 		$316K Buy
35,572
+8,371
+31% +$71.1K 0.09% 245
2022
Q4 		$219K Buy
+27,201
New +$288K 0.07% 264

Other funds holding BBLU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Smith Shellnut Wilson
Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Claro Advisors's BBLU Position: Q3 2026 in Review

Claro Advisors held its EA Bridgeway Blue Chip ETF (BBLU) position steady in Q3 2026 at 10,712 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #516.

Claro Advisors first reported a position in BBLU in Q4 2022 and has held it in 16 quarters since. The position peaked at $665K in Q2 2024. 34 funds tracked by Wall St. Rank hold BBLU as of Q3 2026.

  • Claro Advisors held 10,712 shares of EA Bridgeway Blue Chip ETF worth $183K as of Q3 2026.
  • Claro Advisors left its EA Bridgeway Blue Chip ETF share count unchanged in Q3 2026.
  • EA Bridgeway Blue Chip ETF made up 0.02% of Claro Advisors's portfolio in Q3 2026, its #516 holding.
  • Claro Advisors first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and has held it in 16 quarters since.
  • Claro Advisors's EA Bridgeway Blue Chip ETF position peaked at $665K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.