Prime Capital Investment Advisors
BBAG icon

Prime Capital Investment Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Prime Capital Investment Advisors’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 		$1.06M Buy
23,101
+11,222
+94% +$515K 0.01% 515
2026
Q1 		$548K Buy
+11,879
New +$552K 0.01% 650

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 $712M AUM 16.81% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Prime Capital Investment Advisors's BBAG Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 94% in Q2 2026, buying an estimated $515K and bringing the position to 23,101 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #515.

Prime Capital Investment Advisors first reported a position in BBAG in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Prime Capital Investment Advisors held 23,101 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.06M as of Q2 2026.
  • Prime Capital Investment Advisors bought 11,222 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $515K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #515 holding.
  • Prime Capital Investment Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.