Creative Planning’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Creative 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
2026 Q3	$214K	Buy	+12,523	New	+$215K	﹤0.01%	3922
2023 Q2	–	Sell	-11,071	Closed	-$98.2K	–	2666
2023 Q1	$98.2K	Sell	11,071 -4,708	-30%	-$40K	﹤0.01%	2264
2022 Q4	$127K	Buy	+15,779	New	+$167K	﹤0.01%	2116

Other funds holding BBLU

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.07B AUM 40.45% 1-Year Est. Return

Creative Planning's BBLU Position: Q3 2026 in Review

Creative Planning opened a new position in EA Bridgeway Blue Chip ETF (BBLU) in Q3 2026: 12,523 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3922 among its holdings. This is a return to the name: Creative Planning previously reported a position in BBLU as recently as Q1 2023.

Creative Planning first reported a position in BBLU in Q4 2022 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold BBLU as of Q3 2026.

Creative Planning held 12,523 shares of EA Bridgeway Blue Chip ETF worth $214K as of Q3 2026.
EA Bridgeway Blue Chip ETF was a new Creative Planning position in Q3 2026.
EA Bridgeway Blue Chip ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3922 holding.
Creative Planning first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and has held it in 3 quarters since.
50 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.