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 Q2	$8.95M	Buy	542,397 +71,848	+15%	+$1.16M	4%	3
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 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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Oxford Wealth Group's BBLU Position: Q2 2026 in Review

Oxford Wealth Group increased its EA Bridgeway Blue Chip ETF (BBLU) stake by 15% in Q2 2026, buying an estimated $1.16M and bringing the position to 542,397 shares worth $8.95M. The position accounts for 4% of the portfolio, ranked #3.

Oxford Wealth Group first reported a position in BBLU in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold BBLU as of Q2 2026.

Oxford Wealth Group held 542,397 shares of EA Bridgeway Blue Chip ETF worth $8.95M as of Q2 2026.
Oxford Wealth Group bought 71,848 EA Bridgeway Blue Chip ETF shares in Q2 2026, an estimated $1.16M.
EA Bridgeway Blue Chip ETF made up 4% of Oxford Wealth Group's portfolio in Q2 2026, its #3 holding.
Oxford Wealth Group first reported a position in EA Bridgeway Blue Chip ETF in Q4 2025 and has held it in 3 quarters since.
71 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.