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Spire Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Spire Wealth Management’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
Q1 		$3.69K Buy
80
+10
+14% +$465 ﹤0.01% 1908
2025
Q4 		$3.25K Buy
70
+26
+59% +$1.21K ﹤0.01% 1994
2025
Q3 		$2.05K Buy
44
+6
+16% +$277 ﹤0.01% 2159
2025
Q2 		$1.75K Sell
38
-8
-17% -$365 ﹤0.01% 2199
2025
Q1 		$2.12K Sell
46
-2
-4% -$91 ﹤0.01% 2268
2024
Q4 		$2.17K Sell
48
-37
-44% -$1.7K ﹤0.01% 2236
2024
Q3 		$4.02K Buy
85
+2
+2% +$93 ﹤0.01% 1864
2024
Q2 		$3.77K Buy
83
+6
+8% +$271 ﹤0.01% 1894
2024
Q1 		$3.53K Hold
77
– – ﹤0.01% 1997
2023
Q4 		$3.54K Buy
77
+5
+7% +$224 ﹤0.01% 2036
2023
Q3 		$3.19K Buy
72
+2
+3% +$91 ﹤0.01% 2039
2023
Q2 		$3.23K Buy
+70
New +$3.26K ﹤0.01% 2106

Other funds holding BBAG

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
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CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return