Wealth Alliance Advisory Group
BBAG icon

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
Q3 		$229K Sell
5,220
-320,865
-98% -$14.4M 0.03% 189
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 $1.84T AUM 33.86% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Alliance Advisory Group's BBAG Position: Q3 2026 in Review

Wealth Alliance Advisory Group reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 98% in Q3 2026, selling an estimated $14.4M and leaving 5,220 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #189.

Wealth Alliance Advisory Group first reported a position in BBAG in Q3 2023 and has held it in 13 quarters since. The position peaked at $15M in Q2 2026. 79 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Wealth Alliance Advisory Group held 5,220 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $229K as of Q3 2026.
  • Wealth Alliance Advisory Group sold 320,865 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $14.4M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #189 holding.
  • Wealth Alliance Advisory Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Alliance Advisory Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $15M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.