AE Wealth Management
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AE Wealth Management’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

AE Wealth Management’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-41
Closed -$1.58K – 2601
2025
Q4 		$1.58K Buy
+41
New +$1.39K ﹤0.01% 2354
2018
Q4 		– Sell
-7,577
Closed -$262K – 485
2018
Q3 		$262K Buy
+7,577
New +$256K 0.01% 481

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Morgan Stanley
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LPL Financial
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AE Wealth Management's BBC Position: Q1 2026 in Review

AE Wealth Management sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q1 2026, closing a stake of 41 shares — an estimated $1.58K sold.

AE Wealth Management first reported a position in BBC in Q3 2018 and held it in 2 quarters. The position peaked at $262K in Q3 2018. 20 funds tracked by Wall St. Rank hold BBC as of Q1 2026.

  • AE Wealth Management reported no remaining Virtus Biotech Clinical Trials ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 41 Virtus Biotech Clinical Trials ETF shares in Q1 2026, an estimated $1.58K.
  • AE Wealth Management first reported a position in Virtus Biotech Clinical Trials ETF in Q3 2018 and held it in 2 quarters.
  • AE Wealth Management's Virtus Biotech Clinical Trials ETF position peaked at $262K in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.