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CreativeOne Wealth’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

CreativeOne Wealth’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$283K Buy
6,131
+20
+0.3% +$929 0.01% 993
2025
Q4 		$284K Sell
6,111
-487
-7% -$22.7K 0.01% 972
2025
Q3 		$308K Sell
6,598
-4,259
-39% -$197K 0.01% 937
2025
Q2 		$501K Sell
10,857
-3,234
-23% -$148K 0.01% 743
2025
Q1 		$650K Sell
14,091
-4,809
-25% -$219K 0.02% 608
2024
Q4 		$854K Sell
18,900
-7,257
-28% -$334K 0.03% 523
2024
Q3 		$1.24M Buy
26,157
+698
+3% +$32.5K 0.04% 379
2024
Q2 		$1.16M Sell
25,459
-1,212
-5% -$54.7K 0.06% 291
2024
Q1 		$1.22M Sell
26,671
-2,795
-9% -$128K 0.05% 331
2023
Q4 		$1.37M Sell
29,466
-5,254
-15% -$235K 0.09% 206
2023
Q3 		$1.53M Sell
34,720
-17,425
-33% -$790K 0.11% 179
2023
Q2 		$2.41M Sell
52,145
-326,824
-86% -$15.2M 0.11% 174
2023
Q1 		$17.8M Buy
378,969
+123,446
+48% +$5.76M 0.88% 23
2022
Q4 		$11.7M Sell
255,523
-91,812
-26% -$4.19M 0.64% 29
2022
Q3 		$15.8M Sell
347,335
-8,899
-2% -$425K 0.95% 21
2022
Q2 		$17.1M Sell
356,234
-7,371
-2% -$357K 0.93% 22
2022
Q1 		$18.4M Buy
363,605
+104,333
+40% +$5.43M 0.95% 24
2021
Q4 		$14M Buy
259,272
+39,359
+18% +$2.13M 0.69% 33
2021
Q3 		$12M Sell
219,913
-85,138
-28% -$4.66M 0.71% 32
2021
Q2 		$16.6M Buy
+305,051
New +$16.5M 1.03% 18
2021
Q1 		– Sell
-813,687
Closed -$45.3M – 565
2020
Q4 		$45.3M Sell
813,687
-261,769
-24% -$14.6M 3.75% 3
2020
Q3 		$60.1M Sell
1,075,456
-403,840
-27% -$22.7M 8.35% 1
2020
Q2 		$82.8M Sell
1,479,296
-300,407
-17% -$16.6M 12.87% 1
2020
Q1 		$96.1M Buy
1,779,703
+9,899
+0.6% +$533K 18.36% 1
2019
Q4 		$94M Buy
1,769,804
+66,229
+4% +$3.54M 15.87% 1
2019
Q3 		$91.4M Buy
1,703,575
+206,417
+14% +$11M 17.63% 1
2019
Q2 		$78.9M Buy
1,497,158
+208,326
+16% +$10.8M 16.57% 1
2019
Q1 		$66.5M Buy
+1,288,832
New +$65.5M 17.36% 1

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's BBAG Position: Q1 2026 in Review

CreativeOne Wealth increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 0.33% in Q1 2026, buying an estimated $929 and bringing the position to 6,131 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #993.

CreativeOne Wealth first reported a position in BBAG in Q1 2019 and has held it in 28 quarters since. The position peaked at $96.1M in Q1 2020. 110 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • CreativeOne Wealth held 6,131 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $283K as of Q1 2026.
  • CreativeOne Wealth bought 20 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $929.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #993 holding.
  • CreativeOne Wealth first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • CreativeOne Wealth's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $96.1M in Q1 2020.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.