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Plan Group Financial’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Plan Group Financial’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348K Buy
7,568
+241
+3% +$11.1K 0.07% 156
2026
Q1 		$338K Buy
7,327
+90
+1% +$4.18K 0.08% 154
2025
Q4 		$336K Buy
7,237
+2,451
+51% +$114K 0.09% 143
2025
Q3 		$223K Buy
+4,786
New +$221K 0.06% 172

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plan Group Financial's BBAG Position: Q2 2026 in Review

Plan Group Financial increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 3.3% in Q2 2026, buying an estimated $11.1K and bringing the position to 7,568 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #156.

Plan Group Financial first reported a position in BBAG in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Plan Group Financial held 7,568 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $348K as of Q2 2026.
  • Plan Group Financial bought 241 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $11.1K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #156 holding.
  • Plan Group Financial first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.