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

Oxford Wealth 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 		$6.95M Sell
470,549
-49,855
-10% -$755K 3.79% 5
2025
Q4 		$7.94M Buy
+520,404
New +$7.96M 3.86% 5

Other funds holding BBLU

Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxford Wealth Group's BBLU Position: Q1 2026 in Review

Oxford Wealth Group reduced its EA Bridgeway Blue Chip ETF (BBLU) stake by 9.6% in Q1 2026, selling an estimated $755K and leaving 470,549 shares worth $6.95M. The position accounts for 3.79% of the portfolio, ranked #5.

Oxford Wealth Group first reported a position in BBLU in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.94M in Q4 2025. 69 funds tracked by Wall St. Rank hold BBLU as of Q1 2026.

  • Oxford Wealth Group held 470,549 shares of EA Bridgeway Blue Chip ETF worth $6.95M as of Q1 2026.
  • Oxford Wealth Group sold 49,855 EA Bridgeway Blue Chip ETF shares in Q1 2026, an estimated $755K.
  • EA Bridgeway Blue Chip ETF made up 3.79% of Oxford Wealth Group's portfolio in Q1 2026, its #5 holding.
  • Oxford Wealth Group first reported a position in EA Bridgeway Blue Chip ETF in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's EA Bridgeway Blue Chip ETF position peaked at $7.94M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.