SSW
BBLU icon

Smith Shellnut Wilson’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Smith Shellnut Wilson’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 		$657K Buy
39,838
+10,128
+34% +$163K 0.25% 70
2026
Q1 		$439K Sell
29,710
-12,497
-30% -$189K 0.19% 83
2025
Q4 		$644K Buy
+42,207
New +$645K 0.25% 64

Other funds holding BBLU

Cetera Investment Advisers
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWG
Oxford Wealth Group Orlando, Florida $224M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smith Shellnut Wilson's BBLU Position: Q2 2026 in Review

Smith Shellnut Wilson increased its EA Bridgeway Blue Chip ETF (BBLU) stake by 34% in Q2 2026, buying an estimated $163K and bringing the position to 39,838 shares worth $657K. The position accounts for 0.25% of the portfolio, ranked #70.

Smith Shellnut Wilson first reported a position in BBLU in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold BBLU as of Q2 2026.

  • Smith Shellnut Wilson held 39,838 shares of EA Bridgeway Blue Chip ETF worth $657K as of Q2 2026.
  • Smith Shellnut Wilson bought 10,128 EA Bridgeway Blue Chip ETF shares in Q2 2026, an estimated $163K.
  • EA Bridgeway Blue Chip ETF made up 0.25% of Smith Shellnut Wilson's portfolio in Q2 2026, its #70 holding.
  • Smith Shellnut Wilson first reported a position in EA Bridgeway Blue Chip ETF in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.