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Wealth Alliance Advisory Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Wealth Alliance Advisory Group’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 		$15M Buy
326,085
+3,786
+1% +$174K 2.17% 11
2026
Q1 		$14.9M Buy
322,299
+40,351
+14% +$1.87M 2.36% 9
2025
Q4 		$13.1M Buy
281,948
+19,949
+8% +$931K 2.24% 9
2025
Q3 		$12.2M Buy
261,999
+4,210
+2% +$194K 2.21% 12
2025
Q2 		$11.9M Sell
257,789
-636
-0.2% -$29K 2.27% 9
2025
Q1 		$11.9M Sell
258,425
-28,107
-10% -$1.28M 2.47% 9
2024
Q4 		$12.9M Buy
286,532
+2,432
+0.9% +$112K 2.74% 10
2024
Q3 		$13.4M Buy
284,100
+7,706
+3% +$359K 2.82% 9
2024
Q2 		$12.6M Buy
276,394
+9,416
+4% +$425K 2.83% 9
2024
Q1 		$12.2M Buy
266,978
+19,114
+8% +$877K 2.84% 9
2023
Q4 		$11.5M Buy
247,864
+13,366
+6% +$597K 3.01% 8
2023
Q3 		$10.4M Buy
+234,498
New +$10.6M 3.08% 8

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Alliance Advisory Group's BBAG Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 1.2% in Q2 2026, buying an estimated $174K and bringing the position to 326,085 shares worth $15M. The position accounts for 2.17% of the portfolio, ranked #11.

Wealth Alliance Advisory Group first reported a position in BBAG in Q3 2023 and has held it in 12 quarters since. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Wealth Alliance Advisory Group held 326,085 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $15M as of Q2 2026.
  • Wealth Alliance Advisory Group bought 3,786 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $174K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 2.17% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Wealth Alliance Advisory Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.