Kovack Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Kovack Advisors’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	$1.58M	Sell	34,391 -1,047	-3%	-$48.1K	0.08%	261
2026 Q1	$1.64M	Sell	35,438 -56	-0.2%	-$2.6K	0.09%	230
2025 Q4	$1.65M	Buy	+35,494	New	+$1.66M	0.08%	246
2024 Q4	–	Sell	-4,680	Closed	-$221K	–	615
2024 Q3	$221K	Sell	4,680 -13,696	-75%	-$638K	0.02%	519
2024 Q2	$834K	Buy	+18,376	New	+$830K	0.09%	193
2024 Q1	–	Sell	-29,084	Closed	-$1.35M	–	481
2023 Q4	$1.35M	Buy	29,084 +16,731	+135%	+$748K	0.16%	133
2023 Q3	$546K	Sell	12,353 -1,688	-12%	-$76.5K	0.08%	240
2023 Q2	$648K	Sell	14,041 -34	-0.2%	-$1.58K	0.08%	232
2023 Q1	$661K	Sell	14,075 -1,353	-9%	-$63.1K	0.09%	226
2022 Q4	$706K	Buy	+15,428	New	+$704K	0.1%	212

Other funds holding BBAG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovack Advisors's BBAG Position: Q2 2026 in Review

Kovack Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 3% in Q2 2026, selling an estimated $48.1K and leaving 34,391 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #261.

Kovack Advisors first reported a position in BBAG in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.65M in Q4 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Kovack Advisors held 34,391 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.58M as of Q2 2026.
Kovack Advisors sold 1,047 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $48.1K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #261 holding.
Kovack Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and has held it in 10 quarters since.
Kovack Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.65M in Q4 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.