CreativeOne Wealth, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1739728
OVERLAND PARK, KS
Position in BBAG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$281,949
-$1,057 QoQ
Shares Held
6,136
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 34 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,949 | 6,136 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $283,006 | 6,131 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $283,672 | 6,111 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $307,928 | 6,598 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $501,267 | 10,857 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $649,735 | 14,091 | Shares | Other | 2025-05-14 | |
| 2024-09-30 | $1,237,748 | 26,157 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,156,093 | 25,459 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,223,398 | 26,671 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,371,052 | 29,466 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,535,665 | 34,720 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $13,684,380 | 296,327 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $17,792,594 | 378,969 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,700,398 | 255,523 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $15,803,742 | 347,335 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $17,088,544 | 356,234 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $18,365,688 | 363,605 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $13,982,537 | 259,272 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $11,935,778 | 219,913 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $16,613,076 | 305,051 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||