Creative Planning
BBLU icon

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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Creative Planning's BBLU Position: Q2 2023 in Review

Creative Planning sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q2 2023, closing a stake of 11,071 shares — an estimated $98.2K sold.

Creative Planning first reported a position in BBLU in Q4 2022 and held it in 2 quarters. The position peaked at $127K in Q4 2022. 34 funds tracked by Wall St. Rank hold BBLU as of Q2 2023.

  • Creative Planning reported no remaining EA Bridgeway Blue Chip ETF position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 11,071 EA Bridgeway Blue Chip ETF shares in Q2 2023, an estimated $98.2K.
  • Creative Planning first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and held it in 2 quarters.
  • Creative Planning's EA Bridgeway Blue Chip ETF position peaked at $127K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.