Petix & Botte Financial’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Petix & Botte Financial’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
2024 Q4	–	Sell	-23,440	Closed	-$298K	–	124
2024 Q3	$298K	Hold	23,440	–	–	0.08%	98
2024 Q2	$283K	Buy	23,440 +11,720	+100%	+$136K	0.08%	101
2024 Q1	$137K	Sell	11,720 -11,720	-50%	-$129K	0.03%	140
2023 Q4	$243K	Sell	23,440 -5,438	-19%	-$54K	0.07%	109
2023 Q3	$277K	Sell	28,878 -11,842	-29%	-$117K	0.09%	99
2023 Q2	$401K	Buy	40,720 +20,360	+100%	+$187K	0.12%	79
2023 Q1	$181K	Buy	+20,360	New	+$173K	0.12%	76

Other funds holding BBLU

WAM

WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Petix & Botte Financial's BBLU Position: Q4 2024 in Review

Petix & Botte Financial sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q4 2024, closing a stake of 23,440 shares — an estimated $298K sold.

Petix & Botte Financial first reported a position in BBLU in Q1 2023 and held it in 7 quarters. The position peaked at $401K in Q2 2023. 52 funds tracked by Wall St. Rank hold BBLU as of Q4 2024.

Petix & Botte Financial reported no remaining EA Bridgeway Blue Chip ETF position as of Q4 2024 after selling out during the quarter.
Petix & Botte Financial sold 23,440 EA Bridgeway Blue Chip ETF shares in Q4 2024, an estimated $298K.
Petix & Botte Financial first reported a position in EA Bridgeway Blue Chip ETF in Q1 2023 and held it in 7 quarters.
Petix & Botte Financial's EA Bridgeway Blue Chip ETF position peaked at $401K in Q2 2023.
52 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q4 2024.

Based on Petix & Botte Financial's 13F filing for Q4 2024, filed 21 Jan 2025.