KA
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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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return