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 Q3	$23.1K	Sell	500 -427	-46%	-$21.9K	0.01%	197
2026 Q2	$48.8K	Hold	927	–	–	0.03%	159
2026 Q1	$38.6K	Hold	927	–	–	0.02%	166
2025 Q4	$35.7K	Buy	927 +125	+16%	+$4.24K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Dynamic Wealth Strategies's BBC Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its Virtus Biotech Clinical Trials ETF (BBC) stake by 46% in Q3 2026, selling an estimated $21.9K and leaving 500 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #197.

Dynamic Wealth Strategies first reported a position in BBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.8K in Q2 2026. 3 funds tracked by Wall St. Rank hold BBC as of Q3 2026.

Dynamic Wealth Strategies held 500 shares of Virtus Biotech Clinical Trials ETF worth $23.1K as of Q3 2026.
Dynamic Wealth Strategies sold 427 Virtus Biotech Clinical Trials ETF shares in Q3 2026, an estimated $21.9K.
Virtus Biotech Clinical Trials ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #197 holding.
Dynamic Wealth Strategies first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Virtus Biotech Clinical Trials ETF position peaked at $48.8K in Q2 2026.
3 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.