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MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$2.71M Buy
+58,473
New +$2.73M 0.33% 54

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's BBAG Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2025: 58,473 shares worth $2.71M. The stake represents 0.33% of the portfolio and ranks #54 among its holdings.

116 funds tracked by Wall St. Rank hold BBAG as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 58,473 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $2.71M as of Q4 2025.
  • JPMorgan BetaBuilders US Aggregate Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.33% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #54 holding.
  • 116 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.