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Clear Perspectives Financial Planning’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$9 Hold
1
– – ﹤0.01% 194
2022
Q4 		$8 Buy
+1
New +$11 ﹤0.01% 234

Other funds holding BBLU

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Clear Perspectives Financial Planning's BBLU Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its EA Bridgeway Blue Chip ETF (BBLU) position steady in Q1 2023 at 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Clear Perspectives Financial Planning first reported a position in BBLU in Q4 2022 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold BBLU as of Q1 2023.

  • Clear Perspectives Financial Planning held 1 share of EA Bridgeway Blue Chip ETF worth $9 as of Q1 2023.
  • Clear Perspectives Financial Planning left its EA Bridgeway Blue Chip ETF share count unchanged in Q1 2023.
  • EA Bridgeway Blue Chip ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #194 holding.
  • Clear Perspectives Financial Planning first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.