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

Modera 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 Q1	$288K	Hold	19,546	–	–	﹤0.01%	543
2025 Q4	$298K	Hold	19,546	–	–	﹤0.01%	546
2025 Q3	$294K	Hold	19,546	–	–	﹤0.01%	546
2025 Q2	$269K	Hold	19,546	–	–	﹤0.01%	555
2025 Q1	$250K	Hold	19,546	–	–	﹤0.01%	546
2024 Q4	$255K	Hold	19,546	–	–	﹤0.01%	540
2024 Q3	$248K	Hold	19,546	–	–	﹤0.01%	536
2024 Q2	$236K	Hold	19,546	–	–	﹤0.01%	515
2024 Q1	$228K	Hold	19,546	–	–	﹤0.01%	525
2023 Q4	$203K	Hold	19,546	–	–	﹤0.01%	499
2023 Q3	$187K	Hold	19,546	–	–	﹤0.01%	520
2023 Q2	$192K	Buy	+19,546	New	+$180K	﹤0.01%	534

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

Modera Wealth Management's BBLU Position: Q1 2026 in Review

Modera Wealth Management held its EA Bridgeway Blue Chip ETF (BBLU) position steady in Q1 2026 at 19,546 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Modera Wealth Management first reported a position in BBLU in Q2 2023 and has held it in 12 quarters since. The position peaked at $298K in Q4 2025. 69 funds tracked by Wall St. Rank hold BBLU as of Q1 2026.

Modera Wealth Management held 19,546 shares of EA Bridgeway Blue Chip ETF worth $288K as of Q1 2026.
Modera Wealth Management left its EA Bridgeway Blue Chip ETF share count unchanged in Q1 2026.
EA Bridgeway Blue Chip ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #543 holding.
Modera Wealth Management first reported a position in EA Bridgeway Blue Chip ETF in Q2 2023 and has held it in 12 quarters since.
Modera Wealth Management's EA Bridgeway Blue Chip ETF position peaked at $298K in Q4 2025.
69 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.