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Comprehensive Financial Planning’s Virtus Biotech ETF BBP Stock Holding History

Comprehensive Financial Planning’s Portfolio BBP Stock Details BBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,971
Closed -$557K – 392
2025
Q4 		$557K Buy
+6,971
New +$529K 0.37% 60

Other funds holding BBP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Comprehensive Financial Planning's BBP Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Virtus Biotech ETF (BBP) in Q1 2026, closing a stake of 6,971 shares — an estimated $557K sold.

Comprehensive Financial Planning first reported a position in BBP in Q4 2025 and held it in 1 quarter. The position peaked at $557K in Q4 2025. 26 funds tracked by Wall St. Rank hold BBP as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Virtus Biotech ETF position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 6,971 Virtus Biotech ETF shares in Q1 2026, an estimated $557K.
  • Comprehensive Financial Planning first reported a position in Virtus Biotech ETF in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Virtus Biotech ETF position peaked at $557K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.