Compass Financial Management’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Compass Financial 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 Q2	$28.5K	Buy	+545	New	+$24.3K	﹤0.01%	812

Other funds holding BBC

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MCM

Militia Capital Management Austin, Texas $3.37B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compass Financial Management's BBC Position: Q2 2026 in Review

Compass Financial Management opened a new position in Virtus Biotech Clinical Trials ETF (BBC) in Q2 2026: 545 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

21 funds tracked by Wall St. Rank hold BBC as of Q2 2026.

Compass Financial Management held 545 shares of Virtus Biotech Clinical Trials ETF worth $28.5K as of Q2 2026.
Virtus Biotech Clinical Trials ETF was a new Compass Financial Management position in Q2 2026.
Virtus Biotech Clinical Trials ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #812 holding.
21 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.