Mather Group’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Mather Group’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 Q1	$15	Buy	+1	New	+$15	﹤0.01%	1887
2025 Q4	–	Sell	-1	Closed	-$15	–	745
2025 Q3	$15	Buy	+1	New	+$14	﹤0.01%	1706
2025 Q2	–	Sell	-1	Closed	-$13	–	713
2025 Q1	$13	Hold	1	–	–	﹤0.01%	1784
2024 Q4	$13	Hold	1	–	–	﹤0.01%	1742
2024 Q3	$13	Hold	1	–	–	﹤0.01%	1698
2024 Q2	$12	Buy	+1	New	+$12	﹤0.01%	2187
2023 Q3	–	Sell	-1	Closed	-$10	–	539
2023 Q2	$10	Buy	+1	New	+$9	﹤0.01%	620

Other funds holding BBLU

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

OWG

Oxford Wealth Group Orlando, Florida $183M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group's BBLU Position: Q1 2026 in Review

Mather Group opened a new position in EA Bridgeway Blue Chip ETF (BBLU) in Q1 2026: 1 share worth $15. The stake represents ﹤0.01% of the portfolio and ranks #1887 among its holdings. This is a return to the name: Mather Group previously reported a position in BBLU as recently as Q3 2025.

Mather Group first reported a position in BBLU in Q2 2023 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold BBLU as of Q1 2026.

Mather Group held 1 share of EA Bridgeway Blue Chip ETF worth $15 as of Q1 2026.
EA Bridgeway Blue Chip ETF was a new Mather Group position in Q1 2026.
EA Bridgeway Blue Chip ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1887 holding.
Mather Group first reported a position in EA Bridgeway Blue Chip ETF in Q2 2023 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.