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EverSource Wealth Advisors’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-129
Closed -$1.9K – 4410
2026
Q1 		$1.9K Hold
129
– – ﹤0.01% 3665
2025
Q4 		$1.96K Buy
+129
New +$1.97K ﹤0.01% 3501

Other funds holding BBLU

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OWG
Oxford Wealth Group Orlando, Florida $224M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

EverSource Wealth Advisors's BBLU Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q2 2026, closing a stake of 129 shares — an estimated $1.9K sold.

EverSource Wealth Advisors first reported a position in BBLU in Q4 2025 and held it in 2 quarters. The position peaked at $1.96K in Q4 2025. 71 funds tracked by Wall St. Rank hold BBLU as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining EA Bridgeway Blue Chip ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 129 EA Bridgeway Blue Chip ETF shares in Q2 2026, an estimated $1.9K.
  • EverSource Wealth Advisors first reported a position in EA Bridgeway Blue Chip ETF in Q4 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's EA Bridgeway Blue Chip ETF position peaked at $1.96K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.