Essex Financial Services’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Essex Financial Services’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 Q1	$155K	Hold	10,527	–	–	0.01%	773
2025 Q4	$161K	Hold	10,527	–	–	0.01%	763
2025 Q3	$158K	Hold	10,527	–	–	0.01%	731
2025 Q2	$145K	Hold	10,527	–	–	0.01%	672
2025 Q1	$134K	Hold	10,527	–	–	0.01%	619
2024 Q4	$137K	Hold	10,527	–	–	0.01%	618
2024 Q3	$136K	Hold	10,527	–	–	0.01%	612
2024 Q2	$123K	Hold	10,527	–	–	0.01%	602
2024 Q1	$123K	Hold	10,527	–	–	0.01%	526
2023 Q4	$109K	Hold	10,527	–	–	0.01%	496
2023 Q3	$101K	Sell	10,527 -7,853	-43%	-$77.7K	0.01%	458
2023 Q2	$181K	Hold	18,380	–	–	0.02%	456
2023 Q1	$163K	Hold	18,380	–	–	0.02%	469
2022 Q4	$147K	Buy	+18,380	New	+$194K	0.02%	463

Other funds holding BBLU

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

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

OWG

Oxford Wealth Group Orlando, Florida $183M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essex Financial Services's BBLU Position: Q1 2026 in Review

Essex Financial Services held its EA Bridgeway Blue Chip ETF (BBLU) position steady in Q1 2026 at 10,527 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #773.

Essex Financial Services first reported a position in BBLU in Q4 2022 and has held it in 14 quarters since. The position peaked at $181K in Q2 2023. 69 funds tracked by Wall St. Rank hold BBLU as of Q1 2026.

Essex Financial Services held 10,527 shares of EA Bridgeway Blue Chip ETF worth $155K as of Q1 2026.
Essex Financial Services left its EA Bridgeway Blue Chip ETF share count unchanged in Q1 2026.
EA Bridgeway Blue Chip ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #773 holding.
Essex Financial Services first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and has held it in 14 quarters since.
Essex Financial Services's EA Bridgeway Blue Chip ETF position peaked at $181K in Q2 2023.
69 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.