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Strategic Wealth Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Strategic Wealth Partners’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 		$16.5K Hold
360
– – ﹤0.01% 794
2026
Q1 		$16.6K Hold
360
– – ﹤0.01% 762
2025
Q4 		$16.7K Buy
+360
New +$16.8K ﹤0.01% 743

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

Strategic Wealth Partners's BBAG Position: Q2 2026 in Review

Strategic Wealth Partners held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 360 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Strategic Wealth Partners first reported a position in BBAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.7K in Q4 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Strategic Wealth Partners held 360 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $16.5K as of Q2 2026.
  • Strategic Wealth Partners left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #794 holding.
  • Strategic Wealth Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $16.7K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.