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Lifetime Wealth Management’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Lifetime Wealth Management’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 		$766K Sell
46,399
-38,893
-46% -$626K 0.45% 53
2026
Q1 		$1.26M Buy
85,292
+2,570
+3% +$38.9K 0.72% 39
2025
Q4 		$1.26M Buy
+82,722
New +$1.26M 0.79% 38

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

Lifetime Wealth Management's BBLU Position: Q2 2026 in Review

Lifetime Wealth Management reduced its EA Bridgeway Blue Chip ETF (BBLU) stake by 46% in Q2 2026, selling an estimated $626K and leaving 46,399 shares worth $766K. The position accounts for 0.45% of the portfolio, ranked #53.

Lifetime Wealth Management first reported a position in BBLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 71 funds tracked by Wall St. Rank hold BBLU as of Q2 2026.

  • Lifetime Wealth Management held 46,399 shares of EA Bridgeway Blue Chip ETF worth $766K as of Q2 2026.
  • Lifetime Wealth Management sold 38,893 EA Bridgeway Blue Chip ETF shares in Q2 2026, an estimated $626K.
  • EA Bridgeway Blue Chip ETF made up 0.45% of Lifetime Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Lifetime Wealth Management first reported a position in EA Bridgeway Blue Chip ETF in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's EA Bridgeway Blue Chip ETF position peaked at $1.26M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.