Dynamic Wealth Strategies’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Dynamic Wealth Strategies’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	$38.6K	Hold	927	–	–	0.02%	166
2025 Q4	$35.7K	Buy	927 +125	+16%	+$4.25K	0.02%	155
2025 Q3	$21.9K	Hold	802	–	–	0.01%	172
2025 Q2	$15.5K	Hold	802	–	–	0.01%	178
2025 Q1	$14.1K	Buy	+802	New	+$17.2K	0.01%	184
2024 Q4	–	Sell	-802	Closed	-$22K	–	82
2024 Q3	$22K	Hold	802	–	–	0.02%	171
2024 Q2	$20K	Hold	802	–	–	0.02%	160
2024 Q1	$23K	Hold	802	–	–	0.02%	157
2023 Q4	$19.6K	Buy	+802	New	+$15.8K	0.02%	168

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

Dynamic Wealth Strategies's BBC Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Virtus Biotech Clinical Trials ETF (BBC) position steady in Q1 2026 at 927 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #166.

Dynamic Wealth Strategies first reported a position in BBC in Q4 2023 and has held it in 9 quarters since. 20 funds tracked by Wall St. Rank hold BBC as of Q1 2026.

Dynamic Wealth Strategies held 927 shares of Virtus Biotech Clinical Trials ETF worth $38.6K as of Q1 2026.
Dynamic Wealth Strategies left its Virtus Biotech Clinical Trials ETF share count unchanged in Q1 2026.
Virtus Biotech Clinical Trials ETF made up 0.02% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #166 holding.
Dynamic Wealth Strategies first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2023 and has held it in 9 quarters since.
20 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.