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

Other funds holding BBC

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MCM

Militia Capital Management Austin, Texas $454M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $140M AUM

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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.