EWM
BBAG icon

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

Elevation Wealth Management’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
Q2 		$454K Sell
9,875
-222
-2% -$10.2K 0.34% 76
2026
Q1 		$466K Sell
10,097
-620
-6% -$28.8K 0.43% 61
2025
Q4 		$499K Buy
+10,717
New +$500K 0.48% 61

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elevation Wealth Management's BBAG Position: Q2 2026 in Review

Elevation Wealth Management reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 2.2% in Q2 2026, selling an estimated $10.2K and leaving 9,875 shares worth $454K. The position accounts for 0.34% of the portfolio, ranked #76.

Elevation Wealth Management first reported a position in BBAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Elevation Wealth Management held 9,875 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $454K as of Q2 2026.
  • Elevation Wealth Management sold 222 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $10.2K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.34% of Elevation Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Elevation Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $499K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.