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

Concurrent Investment 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 Q2	$2.2M	Buy	133,370 +8,043	+6%	+$130K	0.02%	692
2026 Q1	$1.85M	Sell	125,327 -2,481	-2%	-$37.6K	0.02%	649
2025 Q4	$1.95M	Buy	127,808 +9,042	+8%	+$138K	0.02%	583
2025 Q3	$1.78M	Buy	118,766 +11,015	+10%	+$158K	0.03%	494
2025 Q2	$1.48M	Buy	107,751 +11,401	+12%	+$145K	0.03%	503
2025 Q1	$1.23M	Buy	96,350 +25,352	+36%	+$334K	0.03%	486
2024 Q4	$927K	Buy	70,998 +47,305	+200%	+$619K	0.02%	513
2024 Q3	$301K	Buy	+23,693	New	+$290K	0.01%	780

Other funds holding BBLU

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Concurrent Investment Advisors's BBLU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its EA Bridgeway Blue Chip ETF (BBLU) stake by 6.4% in Q2 2026, buying an estimated $130K and bringing the position to 133,370 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #692.

Concurrent Investment Advisors first reported a position in BBLU in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold BBLU as of Q2 2026.

Concurrent Investment Advisors held 133,370 shares of EA Bridgeway Blue Chip ETF worth $2.2M as of Q2 2026.
Concurrent Investment Advisors bought 8,043 EA Bridgeway Blue Chip ETF shares in Q2 2026, an estimated $130K.
EA Bridgeway Blue Chip ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #692 holding.
Concurrent Investment Advisors first reported a position in EA Bridgeway Blue Chip ETF in Q3 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.